+64.4%
IBIT vs PNC
+74.3%
-9.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.1% |
| 7D | -3.2% | -0.6% | -2.7% | -3.0% |
| 30D | +22.0% | -4.4% | +26.3% | +24.6% |
| 3M | +21.4% | +5.2% | +16.2% | +17.4% |
| 6M | +9.2% | +20.6% | -11.4% | -3.0% |
| YTD | -11.8% | +19.8% | -31.6% | -21.6% |
| 1Y | -32.7% | +24.4% | -57.1% | -41.7% |
| All | +64.4% | +74.3% | -9.9% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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