+61.0%
IBIT vs MET
+55.0%
+6.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | +0.4% |
| 7D | -1.1% | -1.2% | +0.1% | -0.4% |
| 30D | -9.2% | +3.2% | -12.4% | -10.7% |
| 3M | +17.5% | -1.1% | +18.6% | +17.9% |
| 6M | -7.2% | +25.0% | -32.2% | -18.2% |
| YTD | -13.6% | +27.9% | -41.5% | -25.0% |
| 1Y | -25.1% | +32.9% | -58.0% | -36.4% |
| All | +61.0% | +55.0% | +6.0% | +19.8% |
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