-43.2%
PATH vs IBIT
+49.2%
-92.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.7% |
| 7D | -2.3% | -5.4% | +3.1% | -0.7% |
| 30D | -4.8% | -10.5% | +5.6% | -1.9% |
| 3M | -17.7% | +15.0% | -32.7% | -20.8% |
| 6M | +18.9% | -8.3% | +27.2% | +21.2% |
| YTD | -21.7% | -16.1% | -5.7% | -19.3% |
| 1Y | -9.6% | -30.8% | +21.1% | -1.3% |
| All | -43.2% | +49.2% | -92.3% | -54.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling