+69.8%
IBIT vs PHM
+22.0%
+47.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +3.0% | -3.2% | +6.2% | +3.9% |
| 30D | +23.1% | -6.4% | +29.5% | +25.1% |
| 3M | +25.6% | +5.5% | +20.1% | +22.8% |
| 6M | +9.1% | -5.4% | +14.6% | +9.8% |
| YTD | -8.9% | +6.6% | -15.5% | -12.6% |
| 1Y | -27.5% | -8.8% | -18.6% | -26.6% |
| All | +69.8% | +22.0% | +47.8% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling