+66.7%
IBIT vs PAAS
+253.8%
-187.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | +1.4% | +2.0% | -0.6% | +1.1% |
| 30D | +20.6% | -0.1% | +20.7% | +20.5% |
| 3M | +23.7% | +8.2% | +15.4% | +21.4% |
| 6M | +15.0% | -13.8% | +28.8% | +17.0% |
| YTD | -10.6% | -0.6% | -10.0% | -11.7% |
| 1Y | -30.3% | +44.0% | -74.3% | -35.5% |
| All | +66.7% | +253.8% | -187.1% | +28.6% |
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