+69.8%
IBIT vs MLM
+4.7%
+65.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -2.8% |
| 7D | +3.0% | -2.9% | +5.9% | +4.1% |
| 30D | +23.1% | -6.8% | +29.9% | +26.3% |
| 3M | +25.6% | -11.2% | +36.8% | +30.3% |
| 6M | +9.1% | -21.8% | +31.0% | +19.9% |
| YTD | -8.9% | -17.0% | +8.1% | -3.5% |
| 1Y | -27.5% | -16.4% | -11.1% | -23.8% |
| All | +69.8% | +4.7% | +65.2% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling