-29.9%
IBIT vs HPQ
+22.1%
-52.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.2% | -1.9% | -4.3% | -6.2% |
| 30D | -14.4% | -5.7% | -8.7% | -14.3% |
| 3M | +12.5% | -0.4% | +12.9% | +11.9% |
| 6M | -11.9% | +40.0% | -51.9% | -14.0% |
| YTD | -18.7% | +34.6% | -53.3% | -19.3% |
| 1Y | -29.9% | +20.4% | -50.3% | -27.7% |
| All | -29.9% | +22.1% | -52.1% | -27.7% |
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