+51.6%
IBIT vs PWR
+198.1%
-146.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | -6.2% | +19.1% | -25.3% | -11.0% |
| 30D | -14.4% | -12.0% | -2.4% | -11.8% |
| 3M | +12.5% | -10.6% | +23.0% | +14.6% |
| 6M | -11.9% | -20.8% | +8.9% | -7.0% |
| YTD | -18.7% | +43.7% | -62.4% | -31.7% |
| 1Y | -29.9% | +35.0% | -64.9% | -39.8% |
| All | +51.6% | +198.1% | -146.6% | -6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling