-27.6%
IBIT vs PLD
+7.1%
-34.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -6.8% | -1.0% | -5.8% | -6.5% |
| 30D | -9.9% | -1.8% | -8.0% | -9.3% |
| 3M | +17.5% | -6.0% | +23.6% | +20.1% |
| 6M | -9.1% | -8.4% | -0.7% | -6.6% |
| YTD | -14.9% | +4.2% | -19.2% | -15.6% |
| 1Y | -27.6% | +6.2% | -33.8% | -29.2% |
| All | -27.6% | +7.1% | -34.7% | -29.2% |
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