+64.0%
IBIT vs MGY
+45.5%
+18.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | -5.8% | +1.8% | -7.6% | -6.1% |
| 30D | +21.5% | +6.5% | +15.0% | +19.8% |
| 3M | +24.5% | +0.3% | +24.2% | +24.1% |
| 6M | +10.0% | -2.4% | +12.4% | +9.3% |
| YTD | -12.0% | +29.0% | -41.0% | -20.0% |
| 1Y | -32.3% | +17.0% | -49.4% | -36.8% |
| All | +64.0% | +45.5% | +18.5% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling