-27.5%
IBIT vs HST
+38.1%
-65.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | +3.0% | -1.0% | +4.1% | +3.3% |
| 30D | +23.1% | -12.3% | +35.4% | +27.3% |
| 3M | +25.6% | -6.4% | +31.9% | +27.2% |
| 6M | +9.1% | +15.0% | -5.9% | +2.4% |
| YTD | -8.9% | +30.5% | -39.4% | -16.0% |
| 1Y | -27.5% | +35.7% | -63.1% | -31.9% |
| All | -27.5% | +38.1% | -65.6% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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