+69.8%
IBIT vs PBF
+97.4%
-27.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.3% |
| 7D | +3.0% | +4.3% | -1.3% | +2.6% |
| 30D | +23.1% | +22.0% | +1.1% | +20.4% |
| 3M | +25.6% | +74.5% | -48.9% | +17.7% |
| 6M | +9.1% | +67.7% | -58.5% | +1.8% |
| YTD | -8.9% | +179.2% | -188.1% | -21.0% |
| 1Y | -27.5% | +170.0% | -197.5% | -37.5% |
| All | +69.8% | +97.4% | -27.6% | +48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling