+66.3%
IBIT vs PGR
+41.9%
+24.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | +1.1% | -2.7% | +3.8% | +0.9% |
| 30D | +22.2% | +0.7% | +21.5% | +22.3% |
| 3M | +26.0% | +7.7% | +18.3% | +26.9% |
| 6M | +13.2% | +4.3% | +8.9% | +14.0% |
| YTD | -10.8% | +0.7% | -11.5% | -10.1% |
| 1Y | -29.9% | -5.7% | -24.3% | -29.1% |
| All | +66.3% | +41.9% | +24.4% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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