+51.6%
IBIT vs MDY
+39.4%
+12.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -3.2% |
| 7D | -6.2% | +3.0% | -9.2% | -9.3% |
| 30D | -14.4% | +0.8% | -15.2% | -15.1% |
| 3M | +12.5% | -5.1% | +17.6% | +19.0% |
| 6M | -11.9% | +1.2% | -13.0% | -13.3% |
| YTD | -18.7% | +12.5% | -31.2% | -28.5% |
| 1Y | -29.9% | +13.8% | -43.7% | -39.2% |
| All | +51.6% | +39.4% | +12.1% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling