+51.6%
IBIT vs PRU
+35.1%
+16.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -3.9% | -4.2% |
| 7D | -6.2% | 0.0% | -6.2% | -6.2% |
| 30D | -14.4% | +7.9% | -22.3% | -18.0% |
| 3M | +12.5% | +0.9% | +11.6% | +11.6% |
| 6M | -11.9% | +22.4% | -34.2% | -21.9% |
| YTD | -18.7% | +12.7% | -31.4% | -24.7% |
| 1Y | -29.9% | +19.6% | -49.5% | -37.4% |
| All | +51.6% | +35.1% | +16.4% | +29.9% |
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