+56.5%
IBIT vs PL
+528.6%
-472.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | -5.4% | +5.6% | -11.0% | -6.3% |
| 30D | -10.5% | -16.9% | +6.5% | -8.8% |
| 3M | +15.0% | -38.2% | +53.3% | +21.2% |
| 6M | -8.3% | -63.4% | +55.2% | +2.0% |
| YTD | -16.1% | -27.6% | +11.6% | -15.8% |
| 1Y | -30.8% | +6.6% | -37.3% | -34.2% |
| All | +56.5% | +528.6% | -472.1% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 10y: compounded portfolio wealth divided by compounded PL 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…
10y analysis · Full analysis span regression · 6 months rolling