-27.5%
IBIT vs HUM
+31.0%
-58.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.4% |
| 7D | +3.0% | +4.2% | -1.1% | +2.9% |
| 30D | +23.1% | +10.4% | +12.7% | +22.7% |
| 3M | +25.6% | +15.1% | +10.5% | +24.8% |
| 6M | +9.1% | +120.9% | -111.8% | +3.5% |
| YTD | -8.9% | +57.9% | -66.8% | -12.5% |
| 1Y | -27.5% | +30.6% | -58.0% | -28.6% |
| All | -27.5% | +31.0% | -58.5% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 1y: compounded portfolio wealth divided by compounded HUM 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…
1y analysis · Full analysis span regression · 6 months rolling