+58.6%
IBIT vs HTZ
-82.1%
+140.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +9.3% | -8.0% | +0.7% |
| 7D | -6.8% | -27.4% | +20.6% | -4.8% |
| 30D | -9.9% | -11.4% | +1.5% | -9.3% |
| 3M | +17.5% | -33.1% | +50.6% | +20.0% |
| 6M | -9.1% | -73.5% | +64.4% | -2.4% |
| YTD | -14.9% | -68.1% | +53.2% | -10.4% |
| 1Y | -27.6% | -74.3% | +46.7% | -22.8% |
| All | +58.6% | -82.1% | +140.7% | +63.5% |
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