+69.8%
IBIT vs PLD
+12.4%
+57.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -2.1% |
| 7D | +3.0% | -2.4% | +5.4% | +4.0% |
| 30D | +23.1% | -2.4% | +25.5% | +24.3% |
| 3M | +25.6% | -3.8% | +29.4% | +27.2% |
| 6M | +9.1% | 0.0% | +9.1% | +8.7% |
| YTD | -8.9% | +9.2% | -18.1% | -12.4% |
| 1Y | -27.5% | +25.9% | -53.4% | -34.3% |
| All | +69.8% | +12.4% | +57.5% | +64.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling