+25.9%
PFE vs IBIT
+54.0%
-28.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.1% | +2.1% | -2.8% |
| 7D | -0.2% | -5.9% | +5.6% | -0.1% |
| 30D | +8.7% | -11.3% | +19.9% | +9.0% |
| 3M | +15.8% | +17.1% | -1.4% | +15.0% |
| 6M | +16.8% | -7.0% | +23.9% | +16.9% |
| YTD | +26.2% | -13.3% | +39.5% | +26.4% |
| 1Y | +29.9% | -27.0% | +56.9% | +30.9% |
| All | +25.9% | +54.0% | -28.1% | +25.0% |
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 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