+66.7%
IBIT vs MET
+49.7%
+16.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -0.7% |
| 7D | +1.4% | +1.1% | +0.3% | +0.9% |
| 30D | +20.6% | -2.3% | +22.9% | +22.0% |
| 3M | +23.7% | +13.9% | +9.8% | +15.0% |
| 6M | +15.0% | +34.8% | -19.8% | -2.9% |
| YTD | -10.6% | +23.5% | -34.1% | -20.8% |
| 1Y | -30.3% | +23.4% | -53.7% | -38.5% |
| All | +66.7% | +49.7% | +16.9% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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