+66.3%
IBIT vs PFG
+59.5%
+6.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.3% |
| 7D | +1.1% | +3.2% | -2.1% | -0.5% |
| 30D | +22.2% | +0.9% | +21.3% | +21.5% |
| 3M | +26.0% | +7.7% | +18.3% | +20.6% |
| 6M | +13.2% | +29.0% | -15.8% | -2.5% |
| YTD | -10.8% | +32.5% | -43.3% | -24.5% |
| 1Y | -29.9% | +47.3% | -77.3% | -44.7% |
| All | +66.3% | +59.5% | +6.8% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling