-20.7%
IBIT vs HPQ
+18.6%
-39.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.9% | -3.0% | +2.8% |
| 7D | -1.8% | -7.8% | +6.0% | -1.7% |
| 30D | -6.7% | -4.9% | -1.8% | -6.6% |
| 3M | +24.6% | +4.9% | +19.7% | +23.7% |
| 6M | -0.2% | +47.1% | -47.2% | -3.3% |
| YTD | -8.7% | +39.5% | -48.2% | -9.8% |
| 1Y | -20.7% | +21.3% | -42.0% | -17.9% |
| All | -20.7% | +18.6% | -39.3% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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