+61.0%
IBIT vs PRU
+31.6%
+29.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +1.0% |
| 7D | -1.1% | +2.4% | -3.5% | -2.4% |
| 30D | -9.2% | +6.1% | -15.3% | -12.2% |
| 3M | +17.5% | -0.7% | +18.2% | +17.6% |
| 6M | -7.2% | +22.1% | -29.2% | -17.7% |
| YTD | -13.6% | +9.8% | -23.4% | -18.9% |
| 1Y | -25.1% | +19.4% | -44.5% | -33.1% |
| All | +61.0% | +31.6% | +29.4% | +40.0% |
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