+58.9%
IBIT vs PWR
+190.9%
-132.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.4% | -10.7% | -3.9% |
| 7D | -2.4% | -4.8% | +2.4% | -1.7% |
| 30D | -9.1% | -16.2% | +7.1% | -5.1% |
| 3M | +15.0% | -11.9% | +26.9% | +17.7% |
| 6M | -6.9% | -20.6% | +13.7% | -2.0% |
| YTD | -14.8% | +40.3% | -55.0% | -27.9% |
| 1Y | -28.1% | +33.0% | -61.1% | -38.0% |
| All | +58.9% | +190.9% | -132.0% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling