+66.3%
IBIT vs PNR
-16.8%
+83.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.5% |
| 7D | +1.1% | -3.9% | +5.0% | +2.6% |
| 30D | +22.2% | -13.8% | +36.0% | +28.9% |
| 3M | +26.0% | -22.5% | +48.6% | +37.1% |
| 6M | +13.2% | -37.2% | +50.3% | +35.2% |
| YTD | -10.8% | -44.2% | +33.4% | +12.5% |
| 1Y | -29.9% | -46.6% | +16.7% | -9.5% |
| All | +66.3% | -16.8% | +83.2% | +72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling