-27.5%
IBIT vs PLUG
+45.6%
-73.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.3% | -2.8% |
| 7D | +3.0% | -0.9% | +3.9% | +3.2% |
| 30D | +23.1% | +3.3% | +19.8% | +22.3% |
| 3M | +25.6% | -39.7% | +65.3% | +34.7% |
| 6M | +9.1% | -12.5% | +21.6% | +8.4% |
| YTD | -8.9% | +10.2% | -19.1% | -13.0% |
| 1Y | -27.5% | +50.7% | -78.2% | -25.6% |
| All | -27.5% | +45.6% | -73.1% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling