+69.8%
IBIT vs MDT
+17.3%
+52.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.6% |
| 7D | +3.0% | +3.2% | -0.2% | +2.4% |
| 30D | +23.1% | +9.5% | +13.6% | +20.9% |
| 3M | +25.6% | +16.0% | +9.6% | +21.6% |
| 6M | +9.1% | +0.2% | +8.9% | +10.4% |
| YTD | -8.9% | -0.3% | -8.6% | -8.2% |
| 1Y | -27.5% | +4.7% | -32.2% | -28.1% |
| All | +69.8% | +17.3% | +52.5% | +62.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling