+61.0%
IBIT vs PBF
+78.6%
-17.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.2% |
| 7D | -1.1% | -13.8% | +12.6% | 0.0% |
| 30D | -9.2% | -19.6% | +10.4% | -7.8% |
| 3M | +17.5% | +10.3% | +7.3% | +15.3% |
| 6M | -7.2% | +63.4% | -70.6% | -13.2% |
| YTD | -13.6% | +152.6% | -166.3% | -24.9% |
| 1Y | -25.1% | +87.4% | -112.5% | -32.3% |
| All | +61.0% | +78.6% | -17.6% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling