+58.6%
IBIT vs HRB
+20.8%
+37.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.4% | +1.3% |
| 7D | -6.8% | -8.1% | +1.3% | -6.3% |
| 30D | -9.9% | +15.0% | -24.9% | -10.9% |
| 3M | +17.5% | +10.2% | +7.3% | +16.5% |
| 6M | -9.1% | +44.2% | -53.3% | -12.4% |
| YTD | -14.9% | +21.0% | -35.9% | -15.3% |
| 1Y | -27.6% | +12.0% | -39.6% | -26.9% |
| All | +58.6% | +20.8% | +37.8% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling