+46.2%
IBIT vs MDB
-15.6%
+61.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.3% |
| 7D | -9.2% | +6.8% | -16.0% | -10.1% |
| 30D | -15.8% | -6.2% | -9.6% | -15.1% |
| 3M | +8.5% | -29.2% | +37.8% | +13.0% |
| 6M | -13.7% | +10.3% | -24.0% | -16.8% |
| YTD | -21.6% | -20.4% | -1.2% | -21.1% |
| 1Y | -30.0% | -4.8% | -25.1% | -31.8% |
| All | +46.2% | -15.6% | +61.8% | +38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling