+66.3%
IBIT vs MDLZ
-7.7%
+74.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.1% |
| 7D | +1.1% | 0.0% | +1.2% | +1.1% |
| 30D | +22.2% | +1.4% | +20.8% | +22.4% |
| 3M | +26.0% | 0.0% | +26.0% | +26.2% |
| 6M | +13.2% | +9.1% | +4.0% | +13.5% |
| YTD | -10.8% | +17.9% | -28.7% | -10.8% |
| 1Y | -29.9% | +3.2% | -33.2% | -29.9% |
| All | +66.3% | -7.7% | +74.0% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling