+69.8%
IBIT vs PH
+113.8%
-44.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.3% |
| 7D | +3.0% | -3.1% | +6.1% | +4.5% |
| 30D | +23.1% | -3.2% | +26.4% | +24.4% |
| 3M | +25.6% | +10.6% | +15.0% | +18.2% |
| 6M | +9.1% | -2.1% | +11.3% | +9.0% |
| YTD | -8.9% | +10.2% | -19.1% | -15.1% |
| 1Y | -27.5% | +28.2% | -55.7% | -38.5% |
| All | +69.8% | +113.8% | -44.0% | +11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling