-29.9%
IBIT vs MLM
-16.0%
-13.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.2% |
| 7D | -6.2% | -2.0% | -4.2% | -5.9% |
| 30D | -14.4% | +9.5% | -23.9% | -15.6% |
| 3M | +12.5% | -4.7% | +17.2% | +13.4% |
| 6M | -11.9% | -10.7% | -1.2% | -10.4% |
| YTD | -18.7% | -16.6% | -2.2% | -16.9% |
| 1Y | -29.9% | -15.4% | -14.5% | -28.5% |
| All | -29.9% | -16.0% | -13.9% | -28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling