+46.2%
IBIT vs PH
+112.7%
-66.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -9.2% | +4.3% | -13.5% | -11.0% |
| 30D | -15.8% | +0.1% | -15.9% | -16.0% |
| 3M | +8.5% | -9.4% | +17.9% | +13.1% |
| 6M | -13.7% | +8.8% | -22.5% | -18.3% |
| YTD | -21.6% | +9.6% | -31.2% | -26.9% |
| 1Y | -30.0% | +14.4% | -44.4% | -36.4% |
| All | +46.2% | +112.7% | -66.5% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling