+70.2%
IBIT vs MAS
+33.9%
+36.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.6% | -2.7% | +1.6% |
| 7D | -1.8% | +14.2% | -15.9% | -4.9% |
| 30D | -6.7% | +26.8% | -33.5% | -12.1% |
| 3M | +24.6% | +13.1% | +11.4% | +20.6% |
| 6M | -0.2% | +27.9% | -28.1% | -7.3% |
| YTD | -8.7% | +38.7% | -47.4% | -18.5% |
| 1Y | -20.7% | +40.4% | -61.1% | -29.7% |
| All | +70.2% | +33.9% | +36.3% | +52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling