-25.1%
IBIT vs PEGA
-45.2%
+20.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.1% | +0.2% |
| 7D | -1.1% | -4.5% | +3.4% | -0.3% |
| 30D | -9.2% | -5.7% | -3.5% | -8.5% |
| 3M | +17.5% | +2.7% | +14.9% | +16.5% |
| 6M | -7.2% | -10.5% | +3.4% | -5.5% |
| YTD | -13.6% | -45.4% | +31.8% | -4.0% |
| 1Y | -25.1% | -44.7% | +19.6% | -17.0% |
| All | -25.1% | -45.2% | +20.1% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 PEGA 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