+51.6%
IBIT vs PTC
+15.7%
+35.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.5% | -4.5% |
| 7D | -6.2% | +0.8% | -7.1% | -6.4% |
| 30D | -14.4% | +1.2% | -15.5% | -14.6% |
| 3M | +12.5% | +32.6% | -20.2% | +3.1% |
| 6M | -11.9% | +36.1% | -48.0% | -20.4% |
| YTD | -18.7% | +12.7% | -31.4% | -20.3% |
| 1Y | -29.9% | +10.2% | -40.1% | -30.6% |
| All | +51.6% | +15.7% | +35.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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