-29.9%
IBIT vs HWM
+7.2%
-37.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -6.2% | +11.1% | -17.3% | -8.4% |
| 30D | -14.4% | +3.0% | -17.3% | -15.0% |
| 3M | +12.5% | -20.7% | +33.2% | +18.3% |
| 6M | -11.9% | -17.2% | +5.3% | -8.9% |
| YTD | -18.7% | +9.1% | -27.8% | -28.1% |
| 1Y | -29.9% | +9.0% | -39.0% | -37.4% |
| All | -29.9% | +7.2% | -37.1% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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