+64.4%
IBIT vs PNR
-18.2%
+82.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -3.2% | -6.0% | +2.8% | -1.0% |
| 30D | +22.0% | -14.0% | +35.9% | +28.7% |
| 3M | +21.4% | -21.7% | +43.1% | +31.3% |
| 6M | +9.2% | -37.3% | +46.5% | +30.3% |
| YTD | -11.8% | -45.1% | +33.3% | +11.8% |
| 1Y | -32.7% | -49.1% | +16.4% | -11.0% |
| All | +64.4% | -18.2% | +82.6% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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