+66.3%
IBIT vs PTEN
+39.1%
+27.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.4% | -0.5% |
| 7D | +1.1% | -1.7% | +2.8% | +1.3% |
| 30D | +22.2% | +18.6% | +3.7% | +18.8% |
| 3M | +26.0% | +12.5% | +13.6% | +23.0% |
| 6M | +13.2% | +41.9% | -28.7% | +4.0% |
| YTD | -10.8% | +117.8% | -128.6% | -25.8% |
| 1Y | -29.9% | +145.3% | -175.3% | -43.6% |
| All | +66.3% | +39.1% | +27.2% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling