+64.0%
IBIT vs PSLV
+168.5%
-104.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.9% | -0.1% |
| 7D | -5.8% | -4.9% | -0.9% | -4.6% |
| 30D | +21.5% | -1.9% | +23.4% | +22.2% |
| 3M | +24.5% | +4.2% | +20.3% | +23.3% |
| 6M | +10.0% | -27.6% | +37.6% | +16.8% |
| YTD | -12.0% | -11.7% | -0.4% | -14.4% |
| 1Y | -32.3% | +49.3% | -81.6% | -44.7% |
| All | +64.0% | +168.5% | -104.5% | +5.0% |
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