-32.7%
PATH vs IBIT
+61.9%
-94.6%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.4% | -14.2% | -16.0% |
| 7D | -16.3% | +3.0% | -19.3% | -16.9% |
| 30D | +9.9% | +23.1% | -13.2% | +3.9% |
| 3M | +30.2% | +25.6% | +4.6% | +22.2% |
| 6M | +37.2% | +9.1% | +28.1% | +32.9% |
| YTD | -7.3% | -8.9% | +1.6% | -6.5% |
| 1Y | +40.0% | -27.5% | +67.5% | +51.2% |
| All | -32.7% | +61.9% | -94.6% | -47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling