-27.5%
IBIT vs MDT
+5.4%
-32.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.4% |
| 7D | +3.0% | +3.2% | -0.2% | +3.0% |
| 30D | +23.1% | +9.5% | +13.6% | +22.9% |
| 3M | +25.6% | +16.0% | +9.6% | +24.9% |
| 6M | +9.1% | +0.2% | +8.9% | +11.5% |
| YTD | -8.9% | -0.3% | -8.6% | -8.0% |
| 1Y | -27.5% | +4.7% | -32.2% | -27.9% |
| All | -27.5% | +5.4% | -32.8% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 1y: compounded portfolio wealth divided by compounded MDT 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…
1y analysis · Full analysis span regression · 6 months rolling