-13.7%
IBIT vs MGY
-13.0%
-0.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -3.2% |
| 7D | -9.2% | +4.5% | -13.7% | -8.5% |
| 30D | -15.8% | -0.4% | -15.4% | -15.7% |
| 3M | +8.5% | -4.3% | +12.9% | +8.5% |
| 6M | -13.7% | -12.9% | -0.8% | -14.8% |
| All | -13.7% | -13.0% | -0.7% | -14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling