+58.9%
IBIT vs PSX
+113.0%
-54.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.0% | -4.3% | -1.6% |
| 7D | -2.4% | -8.0% | +5.6% | -1.6% |
| 30D | -9.1% | -9.0% | 0.0% | -8.3% |
| 3M | +15.0% | +24.7% | -9.7% | +10.8% |
| 6M | -6.9% | +49.3% | -56.2% | -13.1% |
| YTD | -14.8% | +100.2% | -114.9% | -25.7% |
| 1Y | -28.1% | +88.8% | -117.0% | -36.8% |
| All | +58.9% | +113.0% | -54.1% | +40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling