+58.6%
IBIT vs PWR
+199.0%
-140.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.3% | -2.9% | +0.1% |
| 7D | -6.8% | +4.7% | -11.6% | -8.3% |
| 30D | -9.9% | -12.5% | +2.6% | -7.0% |
| 3M | +17.5% | -9.3% | +26.9% | +19.3% |
| 6M | -9.1% | -22.2% | +13.1% | -3.4% |
| YTD | -14.9% | +44.2% | -59.1% | -28.6% |
| 1Y | -27.6% | +35.5% | -63.1% | -37.8% |
| All | +58.6% | +199.0% | -140.4% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling