+17.0%
PG vs IBIT
-23.0%
+40.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.3% | +3.5% |
| 7D | +5.7% | -1.8% | +7.5% | +5.6% |
| 30D | +15.4% | -6.7% | +22.1% | +14.8% |
| 3M | +13.8% | +24.6% | -10.8% | +15.7% |
| 6M | +18.3% | -0.2% | +18.5% | +18.9% |
| YTD | +20.1% | -8.7% | +28.8% | +19.1% |
| 1Y | +17.0% | -20.7% | +37.7% | +14.1% |
| All | +17.0% | -23.0% | +40.0% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling