+69.8%
IBIT vs MDLZ
-9.3%
+79.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | +3.0% | -1.7% | +4.8% | +2.9% |
| 30D | +23.1% | -2.1% | +25.2% | +22.9% |
| 3M | +25.6% | +1.3% | +24.3% | +25.7% |
| 6M | +9.1% | +6.2% | +2.9% | +9.3% |
| YTD | -8.9% | +15.8% | -24.7% | -9.0% |
| 1Y | -27.5% | +4.1% | -31.6% | -27.5% |
| All | +69.8% | -9.3% | +79.2% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling