-29.9%
IBIT vs PEG
-7.6%
-22.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -4.4% |
| 7D | -6.2% | +2.3% | -8.5% | -6.1% |
| 30D | -14.4% | +6.1% | -20.5% | -14.2% |
| 3M | +12.5% | -0.5% | +13.0% | +12.9% |
| 6M | -11.9% | -3.2% | -8.7% | -11.3% |
| YTD | -18.7% | -4.4% | -14.3% | -18.9% |
| 1Y | -29.9% | -7.4% | -22.5% | -25.5% |
| All | -29.9% | -7.6% | -22.3% | -25.5% |
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