+61.6%
IBIT vs PCOR
+8.5%
+53.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | 0.0% | -5.1% | -5.1% |
| 7D | -5.9% | +23.7% | -29.6% | -11.7% |
| 30D | -11.3% | +39.0% | -50.3% | -19.7% |
| 3M | +17.1% | +35.8% | -18.6% | +6.4% |
| 6M | -7.0% | +38.2% | -45.3% | -16.6% |
| YTD | -13.3% | +3.9% | -17.3% | -15.3% |
| 1Y | -27.0% | +5.7% | -32.6% | -29.3% |
| All | +61.6% | +8.5% | +53.1% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 3y: compounded portfolio wealth divided by compounded PCOR 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…
3y analysis · Full analysis span regression · 6 months rolling