-30.3%
IBIT vs MAR
+25.0%
-55.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.5% |
| 7D | +1.4% | -1.7% | +3.2% | +1.7% |
| 30D | +20.6% | -6.9% | +27.5% | +21.7% |
| 3M | +23.7% | -15.8% | +39.5% | +26.4% |
| 6M | +15.0% | +1.9% | +13.1% | +13.6% |
| YTD | -10.6% | +6.6% | -17.2% | -11.7% |
| 1Y | -30.3% | +23.7% | -54.0% | -32.9% |
| All | -30.3% | +25.0% | -55.4% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MAR.
Daily Out/Under-Performance
Portfolio return minus MAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAR 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 MAR 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