-30.3%
IBIT vs MDB
+9.1%
-39.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.6% | -1.4% |
| 7D | +1.4% | -18.0% | +19.5% | +4.1% |
| 30D | +20.6% | -10.7% | +31.4% | +21.8% |
| 3M | +23.7% | +1.0% | +22.7% | +21.9% |
| 6M | +15.0% | +31.6% | -16.6% | +6.5% |
| YTD | -10.6% | -15.2% | +4.6% | -7.7% |
| 1Y | -30.3% | +10.1% | -40.4% | -34.5% |
| All | -30.3% | +9.1% | -39.4% | -34.5% |
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