-20.7%
IBIT vs LHX
-8.3%
-12.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.5% | +9.4% | +2.8% |
| 7D | -1.8% | -0.3% | -1.4% | -1.9% |
| 30D | -6.7% | +9.7% | -16.3% | -7.0% |
| 3M | +24.6% | -8.5% | +33.1% | +25.0% |
| 6M | -0.2% | -15.1% | +14.9% | +1.3% |
| YTD | -8.7% | -10.4% | +1.7% | -12.3% |
| 1Y | -20.7% | -9.3% | -11.4% | -23.8% |
| All | -20.7% | -8.3% | -12.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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