-30.8%
IBIT vs HST
+55.2%
-86.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.3% | -8.1% | -4.5% |
| 7D | -5.4% | +0.6% | -6.0% | -5.4% |
| 30D | -10.5% | +14.5% | -24.9% | -13.9% |
| 3M | +15.0% | +15.4% | -0.4% | +10.3% |
| 6M | -8.3% | +22.0% | -30.3% | -14.7% |
| YTD | -16.1% | +54.9% | -70.9% | -27.3% |
| 1Y | -30.8% | +54.0% | -84.7% | -40.2% |
| All | -30.8% | +55.2% | -86.0% | -40.2% |
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