+61.0%
IBIT vs PSA
+28.3%
+32.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | -1.1% | +3.9% | -5.0% | -1.9% |
| 30D | -9.2% | +19.7% | -28.8% | -12.7% |
| 3M | +17.5% | +4.3% | +13.3% | +16.5% |
| 6M | -7.2% | +11.4% | -18.5% | -9.7% |
| YTD | -13.6% | +33.9% | -47.6% | -20.0% |
| 1Y | -25.1% | +28.3% | -53.4% | -29.9% |
| All | +61.0% | +28.3% | +32.8% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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