+51.6%
IBIT vs PBF
+88.4%
-36.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.8% | -6.2% | -4.6% |
| 7D | -6.2% | +3.8% | -10.0% | -6.5% |
| 30D | -14.4% | -22.2% | +7.8% | -12.8% |
| 3M | +12.5% | +1.3% | +11.2% | +11.5% |
| 6M | -11.9% | +69.0% | -80.9% | -17.7% |
| YTD | -18.7% | +166.5% | -185.2% | -29.6% |
| 1Y | -29.9% | +88.1% | -118.0% | -36.5% |
| All | +51.6% | +88.4% | -36.9% | +32.3% |
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