-32.7%
IBIT vs HPQ
+30.7%
-63.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.4% | -8.2% | -0.3% |
| 7D | -3.2% | +9.8% | -13.0% | -3.8% |
| 30D | +22.0% | +22.4% | -0.4% | +20.2% |
| 3M | +21.4% | +45.2% | -23.7% | +17.3% |
| 6M | +9.2% | +96.4% | -87.2% | -0.5% |
| YTD | -11.8% | +65.4% | -77.2% | -15.3% |
| 1Y | -32.7% | +31.6% | -64.3% | -29.1% |
| All | -32.7% | +30.7% | -63.4% | -29.1% |
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