-42.4%
PATH vs IBIT
+54.0%
-96.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.1% | +1.4% | -2.3% |
| 7D | -5.6% | -5.9% | +0.3% | -4.0% |
| 30D | -0.7% | -11.3% | +10.6% | +2.6% |
| 3M | -5.9% | +17.1% | -23.0% | -9.9% |
| 6M | +21.6% | -7.0% | +28.6% | +23.4% |
| YTD | -20.6% | -13.3% | -7.3% | -18.9% |
| 1Y | -10.6% | -27.0% | +16.4% | -3.9% |
| All | -42.4% | +54.0% | -96.4% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling