+58.6%
IBIT vs PBF
+85.2%
-26.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.8% | -4.5% | +0.9% |
| 7D | -6.8% | -4.0% | -2.8% | -6.5% |
| 30D | -9.9% | -18.0% | +8.1% | -8.6% |
| 3M | +17.5% | +0.9% | +16.6% | +16.5% |
| 6M | -9.1% | +65.7% | -74.8% | -15.0% |
| YTD | -14.9% | +161.9% | -176.8% | -26.2% |
| 1Y | -27.6% | +77.8% | -105.4% | -34.0% |
| All | +58.6% | +85.2% | -26.5% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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