+19.9%
PFE vs IBIT
+61.9%
-42.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -1.2% |
| 7D | +1.8% | +3.0% | -1.3% | +1.6% |
| 30D | +10.2% | +23.1% | -12.9% | +9.4% |
| 3M | +12.7% | +25.6% | -12.9% | +11.7% |
| 6M | +10.5% | +9.1% | +1.4% | +10.1% |
| YTD | +20.2% | -8.9% | +29.1% | +20.2% |
| 1Y | +24.1% | -27.5% | +51.5% | +25.1% |
| All | +19.9% | +61.9% | -42.0% | +18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling