+66.7%
PANW vs IBIT
-32.3%
+99.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -0.8% | -3.2% | +2.4% | 0.0% |
| 30D | -14.6% | +22.0% | -36.5% | -18.8% |
| 3M | +18.3% | +21.4% | -3.1% | +12.3% |
| 6M | +100.5% | +9.2% | +91.2% | +94.0% |
| YTD | +79.5% | -11.8% | +91.3% | +82.0% |
| 1Y | +66.7% | -32.7% | +99.4% | +83.0% |
| All | +66.7% | -32.3% | +99.0% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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