-31.6%
IBIT vs PLTD
-77.5%
+46.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.2% | -5.7% | -3.0% |
| 7D | -9.2% | -4.8% | -4.4% | -10.1% |
| 30D | -15.8% | +16.9% | -32.6% | -12.4% |
| 3M | +8.5% | +2.6% | +5.9% | +10.3% |
| 6M | -13.7% | -36.2% | +22.5% | -18.9% |
| YTD | -21.6% | -19.4% | -2.2% | -21.4% |
| 1Y | -30.0% | -22.5% | -7.4% | -30.2% |
| All | -31.6% | -77.5% | +46.0% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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