+66.7%
IBIT vs PTEN
+36.2%
+30.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.8% | -2.1% |
| 7D | +1.4% | -1.0% | +2.5% | +1.5% |
| 30D | +20.6% | +29.3% | -8.7% | +15.5% |
| 3M | +23.7% | +7.2% | +16.4% | +21.7% |
| 6M | +15.0% | +43.5% | -28.5% | +5.2% |
| YTD | -10.6% | +113.2% | -123.8% | -25.4% |
| 1Y | -30.3% | +135.1% | -165.4% | -43.4% |
| All | +66.7% | +36.2% | +30.5% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling