+66.7%
IBIT vs HPQ
+13.6%
+53.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.5% | +2.6% | -1.0% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +20.6% | +3.7% | +16.9% | +19.4% |
| 3M | +23.7% | +24.3% | -0.6% | +16.9% |
| 6M | +15.0% | +64.8% | -49.8% | -0.7% |
| YTD | -10.6% | +43.9% | -54.5% | -19.4% |
| 1Y | -30.3% | +11.7% | -42.0% | -31.8% |
| All | +66.7% | +13.6% | +53.1% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling