-27.5%
IBIT vs HSY
-3.5%
-23.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.3% | -2.6% |
| 7D | +3.0% | -3.3% | +6.3% | +2.4% |
| 30D | +23.1% | -2.8% | +25.9% | +22.5% |
| 3M | +25.6% | -4.5% | +30.1% | +24.8% |
| 6M | +9.1% | -24.2% | +33.4% | +2.6% |
| YTD | -8.9% | -2.7% | -6.2% | -10.5% |
| 1Y | -27.5% | -3.7% | -23.7% | -27.1% |
| All | -27.5% | -3.5% | -23.9% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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