-20.7%
IBIT vs PBR
+74.7%
-95.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.0% | +9.9% | +3.2% |
| 7D | -1.8% | -11.0% | +9.2% | -1.2% |
| 30D | -6.7% | -18.8% | +12.1% | -5.6% |
| 3M | +24.6% | +7.8% | +16.7% | +22.5% |
| 6M | -0.2% | -7.6% | +7.4% | -0.1% |
| YTD | -8.7% | +72.7% | -81.4% | -27.1% |
| 1Y | -20.7% | +72.9% | -93.7% | -37.0% |
| All | -20.7% | +74.7% | -95.4% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1y: compounded portfolio wealth divided by compounded PBR 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…
1y analysis · Full analysis span regression · 6 months rolling