+58.6%
IBIT vs PAAS
+172.9%
-114.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.6% |
| 7D | -6.8% | -5.2% | -1.6% | -5.8% |
| 30D | -9.9% | -13.9% | +4.1% | -7.2% |
| 3M | +17.5% | -23.8% | +41.3% | +23.6% |
| 6M | -9.1% | -36.4% | +27.3% | -1.8% |
| YTD | -14.9% | -23.4% | +8.4% | -11.7% |
| 1Y | -27.6% | +5.6% | -33.2% | -28.8% |
| All | +58.6% | +172.9% | -114.3% | +28.5% |
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