+61.6%
IBIT vs MLM
+7.3%
+54.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.2% | +0.1% | -3.2% |
| 7D | -5.9% | -1.2% | -4.6% | -5.4% |
| 30D | -11.3% | +7.9% | -19.2% | -13.8% |
| 3M | +17.1% | -4.5% | +21.6% | +18.9% |
| 6M | -7.0% | -12.6% | +5.6% | -2.7% |
| YTD | -13.3% | -14.9% | +1.5% | -9.2% |
| 1Y | -27.0% | -13.1% | -13.9% | -24.4% |
| All | +61.6% | +7.3% | +54.2% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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