-7.8%
PEP vs IBIT
+58.9%
-66.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.6% |
| 7D | +0.1% | +1.4% | -1.3% | +0.1% |
| 30D | +0.7% | +20.6% | -20.0% | +0.9% |
| 3M | -0.5% | +23.7% | -24.2% | -0.2% |
| 6M | -11.3% | +15.0% | -26.3% | -11.1% |
| YTD | -0.6% | -10.6% | +10.0% | -0.6% |
| 1Y | +1.7% | -30.3% | +32.0% | +1.5% |
| All | -7.8% | +58.9% | -66.7% | -6.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling