+46.2%
IBIT vs MDLZ
+0.8%
+45.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.4% |
| 7D | -9.2% | +2.3% | -11.5% | -9.0% |
| 30D | -15.8% | +7.9% | -23.7% | -15.0% |
| 3M | +8.5% | +7.3% | +1.3% | +9.6% |
| 6M | -13.7% | +11.7% | -25.4% | -12.5% |
| YTD | -21.6% | +28.7% | -50.3% | -20.7% |
| 1Y | -30.0% | +22.8% | -52.7% | -29.1% |
| All | +46.2% | +0.8% | +45.4% | +44.4% |
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