+61.6%
IBIT vs HTZ
-80.4%
+142.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -20.8% | +15.7% | -3.6% |
| 7D | -5.9% | -7.7% | +1.9% | -5.4% |
| 30D | -11.3% | -13.1% | +1.8% | -10.6% |
| 3M | +17.1% | +14.7% | +2.4% | +14.9% |
| 6M | -7.0% | -70.6% | +63.6% | -0.8% |
| YTD | -13.3% | -65.2% | +51.8% | -9.2% |
| 1Y | -27.0% | -73.2% | +46.2% | -22.3% |
| All | +61.6% | -80.4% | +142.0% | +65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 3y: compounded portfolio wealth divided by compounded HTZ 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…
3y analysis · Full analysis span regression · 6 months rolling