-25.7%
IBIT vs PLTU
+103.5%
-129.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.1% | -7.4% | -1.1% |
| 7D | -1.1% | -25.3% | +24.2% | +1.9% |
| 30D | -9.2% | -34.5% | +25.3% | -5.3% |
| 3M | +17.5% | -3.4% | +20.9% | +16.7% |
| 6M | -7.2% | +12.4% | -19.6% | -11.6% |
| YTD | -13.6% | -45.1% | +31.5% | -13.0% |
| 1Y | -25.1% | -45.7% | +20.6% | -24.8% |
| All | -25.7% | +103.5% | -129.2% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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