+22.1%
PG vs IBIT
+39.4%
-17.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +0.9% |
| 7D | +2.7% | -9.2% | +11.8% | +2.3% |
| 30D | +9.2% | -15.8% | +25.0% | +8.5% |
| 3M | +18.5% | +8.5% | +10.0% | +18.8% |
| 6M | +21.1% | -13.7% | +34.8% | +20.7% |
| YTD | +21.9% | -21.6% | +43.5% | +21.4% |
| 1Y | +18.1% | -30.0% | +48.0% | +17.5% |
| All | +22.1% | +39.4% | -17.2% | +26.5% |
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