+58.9%
IBIT vs PLD
+7.7%
+51.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -2.4% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | -9.1% | +0.8% | -9.9% | -9.4% |
| 3M | +15.0% | -6.1% | +21.1% | +17.8% |
| 6M | -6.9% | -8.0% | +1.1% | -4.2% |
| YTD | -14.8% | +4.7% | -19.4% | -16.8% |
| 1Y | -28.1% | +7.2% | -35.3% | -30.6% |
| All | +58.9% | +7.7% | +51.2% | +56.0% |
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