+66.7%
IBIT vs LH
+48.9%
+17.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.7% |
| 7D | +1.4% | -0.8% | +2.3% | +1.7% |
| 30D | +20.6% | +2.0% | +18.6% | +20.1% |
| 3M | +23.7% | +24.3% | -0.6% | +16.9% |
| 6M | +15.0% | +21.1% | -6.1% | +9.4% |
| YTD | -10.6% | +30.4% | -41.0% | -17.6% |
| 1Y | -30.3% | +18.4% | -48.7% | -33.8% |
| All | +66.7% | +48.9% | +17.8% | +47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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