-29.9%
IBIT vs MDY
+13.9%
-43.8%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -3.3% |
| 7D | -6.2% | +3.0% | -9.2% | -9.0% |
| 30D | -14.4% | +0.8% | -15.2% | -14.9% |
| 3M | +12.5% | -5.1% | +17.6% | +18.7% |
| 6M | -11.9% | +1.2% | -13.0% | -13.6% |
| YTD | -18.7% | +12.5% | -31.2% | -27.6% |
| 1Y | -29.9% | +13.8% | -43.7% | -38.1% |
| All | -29.9% | +13.9% | -43.8% | -38.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling