+69.8%
IBIT vs PCOR
-16.7%
+86.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.8% | -1.2% |
| 7D | +3.0% | -9.0% | +12.0% | +5.9% |
| 30D | +23.1% | +4.2% | +18.9% | +21.4% |
| 3M | +25.6% | +14.4% | +11.2% | +20.0% |
| 6M | +9.1% | +0.2% | +9.0% | +7.2% |
| YTD | -8.9% | -20.3% | +11.3% | -3.2% |
| 1Y | -27.5% | -16.1% | -11.3% | -24.8% |
| All | +69.8% | -16.7% | +86.6% | +66.1% |
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