-31.4%
IBIT vs PTEN
+145.3%
-176.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.4% | -0.3% |
| 7D | +1.1% | -1.7% | +2.8% | +1.2% |
| 30D | +22.2% | +18.6% | +3.7% | +21.0% |
| 3M | +26.0% | +12.5% | +13.6% | +25.4% |
| 6M | +13.2% | +41.9% | -28.7% | +6.1% |
| YTD | -10.8% | +117.8% | -128.6% | -25.5% |
| All | -31.4% | +145.3% | -176.7% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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