+66.7%
IBIT vs HUBB
+47.9%
+18.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -2.2% |
| 7D | +1.4% | +4.8% | -3.4% | -0.5% |
| 30D | +20.6% | -9.3% | +29.9% | +25.3% |
| 3M | +23.7% | -3.9% | +27.6% | +24.3% |
| 6M | +15.0% | -0.8% | +15.8% | +12.7% |
| YTD | -10.6% | +5.6% | -16.2% | -15.0% |
| 1Y | -30.3% | +7.7% | -38.1% | -34.6% |
| All | +66.7% | +47.9% | +18.8% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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