+61.0%
IBIT vs HWM
+272.3%
-211.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.8% | -1.1% |
| 7D | -1.1% | +3.3% | -4.4% | -2.3% |
| 30D | -9.2% | -7.6% | -1.6% | -7.2% |
| 3M | +17.5% | -28.9% | +46.4% | +30.0% |
| 6M | -7.2% | -19.7% | +12.5% | -2.2% |
| YTD | -13.6% | +0.5% | -14.2% | -16.8% |
| 1Y | -25.1% | +0.3% | -25.4% | -27.8% |
| All | +61.0% | +272.3% | -211.3% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling