+46.2%
IBIT vs PNR
-0.8%
+47.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.6% |
| 7D | -9.2% | +0.3% | -9.5% | -9.3% |
| 30D | -15.8% | +31.7% | -47.5% | -23.7% |
| 3M | +8.5% | +2.6% | +5.9% | +7.5% |
| 6M | -13.7% | -6.4% | -7.3% | -12.5% |
| YTD | -21.6% | -33.4% | +11.9% | -7.2% |
| 1Y | -30.0% | -35.1% | +5.1% | -16.1% |
| All | +46.2% | -0.8% | +47.0% | +42.3% |
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