-27.6%
IBIT vs PCAR
+12.2%
-39.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.8% |
| 7D | -6.8% | +2.2% | -9.0% | -7.3% |
| 30D | -9.9% | +0.3% | -10.2% | -10.0% |
| 3M | +17.5% | -17.9% | +35.5% | +22.9% |
| 6M | -9.1% | -3.4% | -5.7% | -8.8% |
| YTD | -14.9% | -0.1% | -14.8% | -14.9% |
| 1Y | -27.6% | +13.4% | -41.0% | -29.8% |
| All | -27.6% | +12.2% | -39.8% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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