-27.6%
IBIT vs HON
+12.6%
-40.2%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -6.8% | -0.4% | -6.5% | -6.7% |
| 30D | -9.9% | +8.6% | -18.4% | -11.6% |
| 3M | +17.5% | -0.8% | +18.3% | +17.8% |
| 6M | -9.1% | -0.1% | -9.0% | -9.9% |
| YTD | -14.9% | +12.8% | -27.7% | -17.9% |
| 1Y | -27.6% | +10.4% | -38.0% | -28.9% |
| All | -27.6% | +12.6% | -40.2% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 1y: compounded portfolio wealth divided by compounded HON 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…
1y analysis · Full analysis span regression · 6 months rolling