-29.9%
IBIT vs USHY
+1.6%
-31.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -2.7% |
| 7D | -6.2% | -0.3% | -5.9% | -4.9% |
| 30D | -14.4% | +0.3% | -14.6% | -15.1% |
| 3M | +12.5% | -1.7% | +14.2% | +22.0% |
| 6M | -11.9% | -0.4% | -11.5% | -9.6% |
| YTD | -18.7% | +0.7% | -19.4% | -17.8% |
| 1Y | -29.9% | +1.8% | -31.7% | -32.8% |
| All | -29.9% | +1.6% | -31.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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