+46.2%
IBIT vs PRU
+36.4%
+9.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.0% |
| 7D | -9.2% | +3.6% | -12.8% | -10.9% |
| 30D | -15.8% | +8.9% | -24.7% | -19.7% |
| 3M | +8.5% | +0.2% | +8.3% | +8.1% |
| 6M | -13.7% | +23.7% | -37.4% | -24.0% |
| YTD | -21.6% | +13.7% | -35.3% | -27.8% |
| 1Y | -30.0% | +20.6% | -50.6% | -37.7% |
| All | +46.2% | +36.4% | +9.9% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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