+69.8%
IBIT vs PFG
+63.2%
+6.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -1.6% |
| 7D | +3.0% | +5.5% | -2.5% | +0.1% |
| 30D | +23.1% | +2.4% | +20.7% | +21.4% |
| 3M | +25.6% | +13.6% | +12.0% | +16.6% |
| 6M | +9.1% | +27.9% | -18.7% | -5.5% |
| YTD | -8.9% | +35.6% | -44.5% | -23.9% |
| 1Y | -27.5% | +48.5% | -75.9% | -42.9% |
| All | +69.8% | +63.2% | +6.6% | +21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling