+23.2%
PFE vs IBIT
+44.5%
-21.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.3% | -2.0% |
| 7D | -2.1% | -6.2% | +4.1% | -1.9% |
| 30D | +3.1% | -14.4% | +17.5% | +3.6% |
| 3M | +11.2% | +12.5% | -1.3% | +10.6% |
| 6M | +15.0% | -11.9% | +26.9% | +15.3% |
| YTD | +23.5% | -18.7% | +42.2% | +24.0% |
| 1Y | +18.9% | -29.9% | +48.8% | +20.0% |
| All | +23.2% | +44.5% | -21.2% | +22.6% |
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 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