+69.8%
IBIT vs PNR
-13.0%
+82.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.5% |
| 7D | +3.0% | -2.4% | +5.4% | +3.9% |
| 30D | +23.1% | -12.8% | +35.9% | +29.3% |
| 3M | +25.6% | -17.0% | +42.6% | +32.8% |
| 6M | +9.1% | -37.4% | +46.6% | +31.6% |
| YTD | -8.9% | -41.6% | +32.7% | +12.9% |
| 1Y | -27.5% | -44.6% | +17.2% | -7.4% |
| All | +69.8% | -13.0% | +82.8% | +73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling