+66.7%
IBIT vs MDLZ
-8.8%
+75.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.8% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +20.6% | -1.6% | +22.2% | +20.5% |
| 3M | +23.7% | +0.9% | +22.8% | +23.9% |
| 6M | +15.0% | +7.3% | +7.7% | +15.2% |
| YTD | -10.6% | +16.4% | -27.0% | -10.7% |
| 1Y | -30.3% | +3.0% | -33.3% | -30.3% |
| All | +66.7% | -8.8% | +75.5% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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