+61.0%
IBIT vs PWR
+166.0%
-105.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.6% | -2.2% |
| 7D | -1.1% | -12.9% | +11.8% | +2.2% |
| 30D | -9.2% | -22.8% | +13.7% | -2.8% |
| 3M | +17.5% | -19.0% | +36.5% | +23.3% |
| 6M | -7.2% | -31.1% | +23.9% | +2.3% |
| YTD | -13.6% | +28.2% | -41.9% | -24.9% |
| 1Y | -25.1% | +22.2% | -47.3% | -33.7% |
| All | +61.0% | +166.0% | -105.0% | +3.2% |
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