+2.2%
PG vs IBIT
+56.3%
-54.2%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.2% |
| 7D | -2.7% | -5.8% | +3.1% | -2.9% |
| 30D | -1.5% | +21.5% | -23.1% | -0.9% |
| 3M | -3.4% | +24.5% | -27.9% | -2.6% |
| 6M | -7.0% | +10.0% | -17.0% | -6.5% |
| YTD | +2.0% | -12.0% | +14.0% | +2.0% |
| 1Y | -6.5% | -32.3% | +25.8% | -6.8% |
| All | +2.2% | +56.3% | -54.2% | +6.2% |
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