+68.1%
BITO vs PLD
+37.8%
+30.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -7.0% | -1.0% | -6.0% | -6.7% |
| 30D | -10.2% | -1.8% | -8.3% | -9.6% |
| 3M | +16.2% | -6.0% | +22.3% | +18.9% |
| 6M | -10.7% | -8.4% | -2.3% | -8.0% |
| YTD | -17.4% | +4.2% | -21.6% | -19.1% |
| 1Y | -29.9% | +6.2% | -36.2% | -31.9% |
| All | +68.1% | +37.8% | +30.3% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling