-31.4%
IBIT vs PSX
+103.5%
-134.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.9% | -0.2% |
| 7D | +1.1% | +1.8% | -0.7% | +1.2% |
| 30D | +22.2% | +21.6% | +0.6% | +23.1% |
| 3M | +26.0% | +46.5% | -20.4% | +27.4% |
| 6M | +13.2% | +62.0% | -48.8% | +12.8% |
| YTD | -10.8% | +106.3% | -117.1% | -12.5% |
| All | -31.4% | +103.5% | -134.8% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling