+69.8%
IBIT vs MGY
+40.8%
+29.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | +3.0% | +2.1% | +0.9% | +2.5% |
| 30D | +23.1% | +13.8% | +9.3% | +19.5% |
| 3M | +25.6% | -4.3% | +29.8% | +26.6% |
| 6M | +9.1% | -5.1% | +14.2% | +9.1% |
| YTD | -8.9% | +24.8% | -33.7% | -16.5% |
| 1Y | -27.5% | +11.8% | -39.3% | -31.5% |
| All | +69.8% | +40.8% | +29.1% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling