+64.4%
IBIT vs MGY
+45.8%
+18.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.2% | +3.5% | -6.8% | -4.0% |
| 30D | +22.0% | +5.3% | +16.7% | +20.5% |
| 3M | +21.4% | +2.6% | +18.8% | +20.3% |
| 6M | +9.2% | -3.3% | +12.5% | +8.9% |
| YTD | -11.8% | +29.2% | -41.1% | -19.9% |
| 1Y | -32.7% | +18.0% | -50.7% | -37.3% |
| All | +64.4% | +45.8% | +18.6% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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