+64.0%
IBIT vs PBR
+80.6%
-16.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.2% | -3.5% | -1.7% |
| 7D | -5.8% | +4.2% | -10.0% | -6.4% |
| 30D | +21.5% | +22.7% | -1.2% | +17.2% |
| 3M | +24.5% | +21.5% | +3.0% | +19.9% |
| 6M | +10.0% | +24.0% | -14.0% | +4.3% |
| YTD | -12.0% | +88.2% | -100.3% | -24.5% |
| 1Y | -32.3% | +74.8% | -107.1% | -41.0% |
| All | +64.0% | +80.6% | -16.5% | +33.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling