+23.8%
PFE vs IBIT
+53.5%
-29.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -3.7% | -1.1% | -2.6% | -3.7% |
| 30D | +5.0% | -9.2% | +14.1% | +5.3% |
| 3M | +12.2% | +17.5% | -5.3% | +11.5% |
| 6M | +14.6% | -7.2% | +21.7% | +14.7% |
| YTD | +24.1% | -13.6% | +37.8% | +24.3% |
| 1Y | +26.6% | -25.1% | +51.7% | +27.4% |
| All | +23.8% | +53.5% | -29.6% | +23.0% |
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 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