-5.0%
PEP vs IBIT
+54.0%
-59.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.1% | +5.3% | +0.1% |
| 7D | +6.7% | -5.9% | +12.5% | +6.5% |
| 30D | +13.5% | -11.3% | +24.8% | +13.3% |
| 3M | +3.9% | +17.1% | -13.2% | +4.2% |
| 6M | -6.0% | -7.0% | +1.0% | -6.1% |
| YTD | +2.5% | -13.3% | +15.8% | +2.4% |
| 1Y | +3.9% | -27.0% | +30.9% | +3.8% |
| All | -5.0% | +54.0% | -59.0% | -3.2% |
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