-29.9%
IBIT vs HRB
-9.2%
-20.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | +1.1% | -10.6% | +11.8% | +1.1% |
| 30D | +22.2% | -0.8% | +23.1% | +22.5% |
| 3M | +26.0% | +19.1% | +7.0% | +27.1% |
| 6M | +13.2% | +48.7% | -35.5% | +14.0% |
| YTD | -10.8% | +7.1% | -17.9% | -14.6% |
| 1Y | -29.9% | -8.3% | -21.6% | -35.9% |
| All | -29.9% | -9.2% | -20.8% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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