+23.5%
PFE vs IBIT
+39.4%
-15.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.3% |
| 7D | -1.7% | -9.2% | +7.5% | -1.4% |
| 30D | +0.3% | -15.8% | +16.1% | +0.9% |
| 3M | +9.4% | +8.5% | +0.8% | +9.0% |
| 6M | +14.9% | -13.7% | +28.6% | +15.3% |
| YTD | +23.8% | -21.6% | +45.4% | +24.4% |
| 1Y | +19.5% | -30.0% | +49.5% | +20.6% |
| All | +23.5% | +39.4% | -15.9% | +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