-25.1%
IBIT vs PLD
+5.4%
-30.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | -1.1% | -0.8% | -0.3% | -0.7% |
| 30D | -9.2% | -0.3% | -8.9% | -9.0% |
| 3M | +17.5% | -8.0% | +25.5% | +20.9% |
| 6M | -7.2% | -9.8% | +2.6% | -4.2% |
| YTD | -13.6% | +1.8% | -15.4% | -13.5% |
| 1Y | -25.1% | +5.6% | -30.7% | -26.8% |
| All | -25.1% | +5.4% | -30.6% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling