+69.8%
IBIT vs PL
+698.2%
-628.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.2% | -2.3% |
| 7D | +3.0% | -9.3% | +12.3% | +4.2% |
| 30D | +23.1% | -18.9% | +42.0% | +26.1% |
| 3M | +25.6% | -58.4% | +83.9% | +38.7% |
| 6M | +9.1% | -30.3% | +39.5% | +10.8% |
| YTD | -8.9% | -8.1% | -0.8% | -10.8% |
| 1Y | -27.5% | +180.5% | -208.0% | -38.7% |
| All | +69.8% | +698.2% | -628.4% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling