+66.7%
IBIT vs USHY
+20.7%
+46.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.8% | -1.8% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +20.6% | 0.0% | +20.6% | +20.8% |
| 3M | +23.7% | +1.2% | +22.5% | +19.1% |
| 6M | +15.0% | +2.6% | +12.4% | +5.5% |
| YTD | -10.6% | +2.4% | -13.0% | -16.9% |
| 1Y | -30.3% | +4.2% | -34.5% | -38.6% |
| All | +66.7% | +20.7% | +46.0% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling