+25.5%
PFE vs IBIT
+49.2%
-23.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.5% |
| 7D | -0.7% | -5.4% | +4.7% | -0.5% |
| 30D | +5.3% | -10.5% | +15.8% | +5.7% |
| 3M | +10.1% | +15.0% | -4.9% | +9.5% |
| 6M | +18.0% | -8.3% | +26.3% | +18.2% |
| YTD | +25.8% | -16.1% | +41.9% | +26.1% |
| 1Y | +28.4% | -30.8% | +59.2% | +29.6% |
| All | +25.5% | +49.2% | -23.7% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling