-27.5%
IBIT vs MAS
+1.6%
-29.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.7% |
| 7D | +3.0% | -0.8% | +3.8% | +3.1% |
| 30D | +23.1% | -5.6% | +28.7% | +24.1% |
| 3M | +25.6% | +4.4% | +21.1% | +23.8% |
| 6M | +9.1% | +7.2% | +1.9% | +4.7% |
| YTD | -8.9% | +16.1% | -25.0% | -14.1% |
| 1Y | -27.5% | +0.1% | -27.6% | -25.4% |
| All | -27.5% | +1.6% | -29.0% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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