+51.6%
IBIT vs PH
+112.8%
-61.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -2.9% | -3.7% |
| 7D | -6.2% | +7.4% | -13.6% | -9.3% |
| 30D | -14.4% | +0.5% | -14.8% | -14.7% |
| 3M | +12.5% | -10.2% | +22.7% | +17.8% |
| 6M | -11.9% | +8.9% | -20.8% | -16.7% |
| YTD | -18.7% | +9.7% | -28.4% | -24.3% |
| 1Y | -29.9% | +12.8% | -42.7% | -35.8% |
| All | +51.6% | +112.8% | -61.3% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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