-27.5%
IBIT vs MDB
+18.3%
-45.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -1.8% |
| 7D | +3.0% | -17.4% | +20.5% | +5.6% |
| 30D | +23.1% | -2.0% | +25.1% | +22.5% |
| 3M | +25.6% | -3.0% | +28.6% | +24.6% |
| 6M | +9.1% | +48.7% | -39.5% | -1.7% |
| YTD | -8.9% | -12.1% | +3.2% | -6.4% |
| 1Y | -27.5% | +14.5% | -42.0% | -32.2% |
| All | -27.5% | +18.3% | -45.8% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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