+66.7%
IBIT vs PNR
-15.3%
+81.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.8% | -0.9% |
| 7D | +1.4% | -3.0% | +4.5% | +2.6% |
| 30D | +20.6% | -14.9% | +35.5% | +27.9% |
| 3M | +23.7% | -19.0% | +42.7% | +32.0% |
| 6M | +15.0% | -35.9% | +50.9% | +36.4% |
| YTD | -10.6% | -43.1% | +32.6% | +11.9% |
| 1Y | -30.3% | -46.4% | +16.1% | -9.9% |
| All | +66.7% | -15.3% | +81.9% | +71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling