-0.2%
IBIT vs PL
-65.8%
+65.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.4% | +9.3% | +3.6% |
| 7D | -1.8% | -11.7% | +10.0% | -0.5% |
| 30D | -6.7% | -27.1% | +20.5% | -3.7% |
| 3M | +24.6% | -44.6% | +69.2% | +31.8% |
| 6M | -0.2% | -67.2% | +67.0% | +11.6% |
| All | -0.2% | -65.8% | +65.7% | +11.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling