-30.8%
IBIT vs PEG
-7.0%
-23.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -5.4% | +2.6% | -7.9% | -5.2% |
| 30D | -10.5% | +3.3% | -13.8% | -10.3% |
| 3M | +15.0% | +1.1% | +14.0% | +15.2% |
| 6M | -8.3% | -1.4% | -6.8% | -8.4% |
| YTD | -16.1% | -4.6% | -11.5% | -16.3% |
| 1Y | -30.8% | -7.2% | -23.5% | -27.2% |
| All | -30.8% | -7.0% | -23.8% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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