+66.3%
IBIT vs MDY
+40.3%
+26.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.9% |
| 7D | +1.1% | -0.8% | +1.9% | +2.0% |
| 30D | +22.2% | -3.9% | +26.1% | +27.4% |
| 3M | +26.0% | 0.0% | +26.1% | +25.7% |
| 6M | +13.2% | +8.5% | +4.6% | +2.8% |
| YTD | -10.8% | +13.2% | -24.0% | -22.2% |
| 1Y | -29.9% | +15.0% | -45.0% | -39.8% |
| All | +66.3% | +40.3% | +26.0% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling