+61.0%
IBIT vs PAAS
+185.6%
-124.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | -1.1% | +8.4% | -9.5% | -2.8% |
| 30D | -9.2% | -7.2% | -2.0% | -7.9% |
| 3M | +17.5% | -14.0% | +31.5% | +20.7% |
| 6M | -7.2% | -26.8% | +19.6% | -2.3% |
| YTD | -13.6% | -19.8% | +6.2% | -11.2% |
| 1Y | -25.1% | +22.8% | -48.0% | -28.1% |
| All | +61.0% | +185.6% | -124.6% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling