+56.5%
IBIT vs HL
+236.5%
-180.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.3% | +5.8% | -0.2% |
| 7D | -5.4% | +8.2% | -13.6% | -6.8% |
| 30D | -10.5% | -16.3% | +5.8% | -7.9% |
| 3M | +15.0% | -18.6% | +33.6% | +18.4% |
| 6M | -8.3% | -23.2% | +14.9% | -5.5% |
| YTD | -16.1% | -25.5% | +9.4% | -14.2% |
| 1Y | -30.8% | -4.8% | -26.0% | -31.9% |
| All | +56.5% | +236.5% | -180.0% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling