+46.2%
IBIT vs PCG
-25.3%
+71.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -3.8% |
| 7D | -9.2% | +2.2% | -11.3% | -9.5% |
| 30D | -15.8% | +0.8% | -16.5% | -15.9% |
| 3M | +8.5% | -23.8% | +32.3% | +12.6% |
| 6M | -13.7% | -19.6% | +5.9% | -11.7% |
| YTD | -21.6% | -16.7% | -4.8% | -20.5% |
| 1Y | -30.0% | -19.4% | -10.6% | -28.3% |
| All | +46.2% | -25.3% | +71.5% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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