-30.0%
IBIT vs HST
+53.2%
-83.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -9.2% | +3.6% | -12.8% | -10.3% |
| 30D | -15.8% | +11.2% | -27.0% | -18.2% |
| 3M | +8.5% | +13.1% | -4.6% | +4.9% |
| 6M | -13.7% | +23.9% | -37.6% | -19.9% |
| YTD | -21.6% | +52.3% | -73.9% | -30.1% |
| 1Y | -30.0% | +56.7% | -86.6% | -37.8% |
| All | -30.0% | +53.2% | -83.1% | -37.8% |
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