+861.5%
PLTR vs IBIT
+53.5%
+808.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.6% |
| 7D | -12.9% | -1.1% | -11.8% | -12.4% |
| 30D | -17.4% | -9.2% | -8.2% | -13.8% |
| 3M | +2.9% | +17.5% | -14.7% | -3.8% |
| 6M | +19.9% | -7.2% | +27.0% | +22.9% |
| YTD | -9.8% | -13.6% | +3.9% | -6.0% |
| 1Y | -8.4% | -25.1% | +16.7% | +0.8% |
| All | +861.5% | +53.5% | +808.0% | +633.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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