-21.6%
IBIT vs PLTU
+154.0%
-175.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -9.0% | +6.6% | -1.4% |
| 7D | +3.0% | -13.6% | +16.6% | +4.5% |
| 30D | +23.1% | +16.7% | +6.4% | +20.5% |
| 3M | +25.6% | +29.6% | -4.0% | +19.1% |
| 6M | +9.1% | -0.1% | +9.3% | +5.0% |
| YTD | -8.9% | -31.5% | +22.6% | -9.9% |
| 1Y | -27.5% | -19.7% | -7.7% | -29.9% |
| All | -21.6% | +154.0% | -175.7% | -36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling