+56.5%
IBIT vs HTZ
-83.6%
+140.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.0% | +6.5% | -0.9% |
| 7D | -5.4% | -27.5% | +22.2% | -3.3% |
| 30D | -10.5% | -21.9% | +11.4% | -9.1% |
| 3M | +15.0% | -29.2% | +44.3% | +17.0% |
| 6M | -8.3% | -75.2% | +66.9% | -1.0% |
| YTD | -16.1% | -70.8% | +54.8% | -11.0% |
| 1Y | -30.8% | -76.1% | +45.4% | -25.7% |
| All | +56.5% | -83.6% | +140.1% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling