-20.5%
IBIT vs PLTD
-77.8%
+57.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.6% | -7.1% | -1.4% |
| 7D | +3.0% | +5.9% | -2.9% | +4.5% |
| 30D | +23.1% | -11.6% | +34.7% | +20.5% |
| 3M | +25.6% | -29.9% | +55.5% | +19.2% |
| 6M | +9.1% | -28.5% | +37.7% | +5.2% |
| YTD | -8.9% | -20.4% | +11.5% | -9.6% |
| 1Y | -27.5% | -33.3% | +5.8% | -29.4% |
| All | -20.5% | -77.8% | +57.3% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling