+66.3%
IBIT vs HLT
+69.1%
-2.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.6% |
| 7D | +1.1% | -1.5% | +2.6% | +1.8% |
| 30D | +22.2% | -1.2% | +23.5% | +22.7% |
| 3M | +26.0% | -10.3% | +36.4% | +32.2% |
| 6M | +13.2% | +1.3% | +11.9% | +11.2% |
| YTD | -10.8% | +7.0% | -17.8% | -15.2% |
| 1Y | -29.9% | +11.9% | -41.8% | -35.4% |
| All | +66.3% | +69.1% | -2.8% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 3y: compounded portfolio wealth divided by compounded HLT 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…
3y analysis · Full analysis span regression · 6 months rolling