-10.6%
BITO vs PLD
+10.4%
-21.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -5.8% | -2.8% | -3.0% | -4.4% |
| 30D | +21.1% | -3.6% | +24.8% | +23.5% |
| 3M | +23.5% | -7.1% | +30.6% | +28.0% |
| 6M | +8.3% | +0.2% | +8.0% | +7.5% |
| YTD | -13.9% | +6.9% | -20.8% | -17.6% |
| 1Y | -34.5% | +25.0% | -59.6% | -42.7% |
| 3Y | +147.0% | +20.8% | +126.2% | +114.7% |
| All | -10.6% | +10.4% | -21.0% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling