+66.3%
IBIT vs MCO
+28.9%
+37.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.3% |
| 7D | +1.1% | -3.1% | +4.3% | +2.5% |
| 30D | +22.2% | -0.5% | +22.8% | +22.6% |
| 3M | +26.0% | +5.7% | +20.3% | +23.2% |
| 6M | +13.2% | +3.0% | +10.2% | +11.4% |
| YTD | -10.8% | -6.5% | -4.3% | -8.7% |
| 1Y | -29.9% | -5.8% | -24.2% | -28.8% |
| All | +66.3% | +28.9% | +37.4% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 MCO 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