-30.8%
IBIT vs PWR
+28.2%
-59.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.2% |
| 7D | -5.4% | -11.2% | +5.9% | -3.4% |
| 30D | -10.5% | -17.4% | +6.9% | -7.2% |
| 3M | +15.0% | -11.7% | +26.8% | +16.8% |
| 6M | -8.3% | -21.7% | +13.4% | -3.5% |
| YTD | -16.1% | +38.3% | -54.3% | -31.0% |
| 1Y | -30.8% | +29.6% | -60.3% | -41.4% |
| All | -30.8% | +28.2% | -59.0% | -41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling