+46.2%
IBIT vs PSLV
+102.8%
-56.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.9% |
| 7D | -9.2% | -6.3% | -2.9% | -7.6% |
| 30D | -15.8% | -12.7% | -3.1% | -12.8% |
| 3M | +8.5% | -24.7% | +33.3% | +16.5% |
| 6M | -13.7% | -44.6% | +30.9% | -1.6% |
| YTD | -21.6% | -33.3% | +11.7% | -18.2% |
| 1Y | -30.0% | -8.6% | -21.4% | -33.8% |
| All | +46.2% | +102.8% | -56.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 5y: compounded portfolio wealth divided by compounded PSLV 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…
5y analysis · Full analysis span regression · 6 months rolling