+46.2%
IBIT vs PFG
+58.9%
-12.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.0% | -3.8% |
| 7D | -9.2% | +2.4% | -11.6% | -10.4% |
| 30D | -15.8% | +5.9% | -21.7% | -18.4% |
| 3M | +8.5% | -0.4% | +9.0% | +8.5% |
| 6M | -13.7% | +14.8% | -28.5% | -20.7% |
| YTD | -21.6% | +31.9% | -53.5% | -33.6% |
| 1Y | -30.0% | +38.8% | -68.8% | -42.6% |
| All | +46.2% | +58.9% | -12.6% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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