+58.9%
IBIT vs PAAS
+193.9%
-134.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.2% | -1.9% |
| 7D | -2.4% | +8.8% | -11.2% | -4.1% |
| 30D | -9.1% | -8.5% | -0.6% | -7.6% |
| 3M | +15.0% | -17.0% | +32.0% | +18.9% |
| 6M | -6.9% | -27.9% | +21.0% | -1.8% |
| YTD | -14.8% | -17.5% | +2.7% | -12.9% |
| 1Y | -28.1% | +22.8% | -51.0% | -31.2% |
| All | +58.9% | +193.9% | -134.9% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling