-30.0%
IBIT vs PNC
+28.6%
-58.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.5% | -4.1% | -3.6% |
| 7D | -9.2% | +3.1% | -12.3% | -9.7% |
| 30D | -15.8% | +7.6% | -23.4% | -16.7% |
| 3M | +8.5% | -8.1% | +16.7% | +10.0% |
| 6M | -13.7% | +12.6% | -26.3% | -17.8% |
| YTD | -21.6% | +15.0% | -36.5% | -24.2% |
| 1Y | -30.0% | +30.4% | -60.4% | -33.3% |
| All | -30.0% | +28.6% | -58.5% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling