-3.2%
PEP vs IBIT
+39.4%
-42.5%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.8% | +2.2% |
| 7D | +2.9% | -9.2% | +12.1% | +2.7% |
| 30D | +12.5% | -15.8% | +28.3% | +12.1% |
| 3M | +4.5% | +8.5% | -4.0% | +4.6% |
| 6M | -0.5% | -13.7% | +13.2% | -0.8% |
| YTD | +4.4% | -21.6% | +26.0% | +4.1% |
| 1Y | +4.4% | -30.0% | +34.3% | +4.0% |
| All | -3.2% | +39.4% | -42.5% | -1.6% |
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