+61.0%
IBIT vs PHM
+30.2%
+30.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | +0.1% |
| 7D | -1.1% | +6.2% | -7.3% | -2.6% |
| 30D | -9.2% | +17.9% | -27.1% | -13.0% |
| 3M | +17.5% | +2.5% | +15.0% | +16.5% |
| 6M | -7.2% | +10.8% | -18.0% | -10.5% |
| YTD | -13.6% | +13.7% | -27.4% | -18.6% |
| 1Y | -25.1% | +12.4% | -37.5% | -29.4% |
| All | +61.0% | +30.2% | +30.8% | +37.9% |
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