-27.5%
IBIT vs MCK
+32.0%
-59.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -1.0% | -2.9% |
| 7D | +3.0% | +1.7% | +1.3% | +3.7% |
| 30D | +23.1% | +3.6% | +19.5% | +24.7% |
| 3M | +25.6% | +20.1% | +5.5% | +34.7% |
| 6M | +9.1% | -7.0% | +16.2% | +6.7% |
| YTD | -8.9% | +11.0% | -19.9% | -1.2% |
| 1Y | -27.5% | +31.8% | -59.3% | -19.9% |
| All | -27.5% | +32.0% | -59.5% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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