+66.7%
IBIT vs PNC
+73.3%
-6.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.3% |
| 7D | +1.4% | +2.3% | -0.8% | +0.3% |
| 30D | +20.6% | -3.8% | +24.4% | +22.8% |
| 3M | +23.7% | +7.8% | +15.9% | +18.0% |
| 6M | +15.0% | +19.7% | -4.7% | +2.6% |
| YTD | -10.6% | +19.1% | -29.7% | -20.2% |
| 1Y | -30.3% | +23.1% | -53.4% | -39.3% |
| All | +66.7% | +73.3% | -6.7% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling