+66.7%
IBIT vs HSY
-0.4%
+67.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -1.9% | -1.8% |
| 7D | +1.4% | -1.6% | +3.0% | +1.2% |
| 30D | +20.6% | -4.2% | +24.9% | +19.7% |
| 3M | +23.7% | -0.7% | +24.4% | +23.8% |
| 6M | +15.0% | -21.8% | +36.8% | +10.1% |
| YTD | -10.6% | -2.7% | -7.9% | -10.6% |
| 1Y | -30.3% | -4.8% | -25.5% | -30.5% |
| All | +66.7% | -0.4% | +67.1% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling