+69.8%
IBIT vs PWR
+207.0%
-137.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.7% | -3.1% | -2.6% |
| 7D | +3.0% | +3.6% | -0.6% | +1.9% |
| 30D | +23.1% | -8.6% | +31.7% | +26.1% |
| 3M | +25.6% | -13.2% | +38.7% | +30.2% |
| 6M | +9.1% | +9.9% | -0.8% | +3.1% |
| YTD | -8.9% | +48.0% | -56.9% | -23.3% |
| 1Y | -27.5% | +66.2% | -93.6% | -41.3% |
| All | +69.8% | +207.0% | -137.2% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling