-29.9%
IBIT vs PHM
-14.7%
-15.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | +1.1% | -3.9% | +5.0% | +1.3% |
| 30D | +22.2% | -8.6% | +30.8% | +22.6% |
| 3M | +26.0% | -2.9% | +29.0% | +25.8% |
| 6M | +13.2% | -5.7% | +18.9% | +11.8% |
| YTD | -10.8% | +1.9% | -12.7% | -13.5% |
| 1Y | -29.9% | -12.3% | -17.6% | -25.0% |
| All | -29.9% | -14.7% | -15.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling