+66.3%
IBIT vs PNC
+71.8%
-5.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.2% |
| 7D | +1.1% | -0.7% | +1.9% | +1.6% |
| 30D | +22.2% | -4.4% | +26.6% | +24.8% |
| 3M | +26.0% | +4.5% | +21.5% | +22.3% |
| 6M | +13.2% | +19.1% | -5.9% | +1.2% |
| YTD | -10.8% | +18.0% | -28.8% | -20.0% |
| 1Y | -29.9% | +24.1% | -54.0% | -39.3% |
| All | +66.3% | +71.8% | -5.4% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling