+64.0%
IBIT vs HUBB
+44.0%
+20.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | -5.8% | -1.7% | -4.1% | -5.1% |
| 30D | +21.5% | -12.7% | +34.2% | +28.2% |
| 3M | +24.5% | -2.9% | +27.5% | +24.4% |
| 6M | +10.0% | -4.8% | +14.8% | +9.7% |
| YTD | -12.0% | +2.8% | -14.8% | -15.5% |
| 1Y | -32.3% | +3.5% | -35.8% | -35.4% |
| All | +64.0% | +44.0% | +20.1% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling