+51.6%
IBIT vs HWM
+303.9%
-252.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.3% |
| 7D | -6.2% | +11.1% | -17.3% | -9.3% |
| 30D | -14.4% | +3.0% | -17.3% | -15.4% |
| 3M | +12.5% | -20.7% | +33.2% | +20.1% |
| 6M | -11.9% | -17.2% | +5.3% | -7.7% |
| YTD | -18.7% | +9.1% | -27.8% | -23.7% |
| 1Y | -29.9% | +9.0% | -39.0% | -34.2% |
| All | +51.6% | +303.9% | -252.3% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling