-30.0%
IBIT vs HWM
+7.5%
-37.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.3% |
| 7D | -9.2% | +7.3% | -16.5% | -10.5% |
| 30D | -15.8% | +1.6% | -17.4% | -16.1% |
| 3M | +8.5% | -21.9% | +30.4% | +14.5% |
| 6M | -13.7% | -19.0% | +5.4% | -10.3% |
| YTD | -21.6% | +7.9% | -29.5% | -30.2% |
| 1Y | -30.0% | +9.9% | -39.9% | -37.9% |
| All | -30.0% | +7.5% | -37.5% | -37.9% |
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