-20.7%
IBIT vs MMM
+22.1%
-42.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +9.5% | -6.6% | +0.6% |
| 7D | -1.8% | +12.2% | -14.0% | -4.4% |
| 30D | -6.7% | +18.8% | -25.5% | -10.4% |
| 3M | +24.6% | +7.4% | +17.2% | +22.6% |
| 6M | -0.2% | +38.3% | -38.5% | -10.3% |
| YTD | -8.7% | +22.9% | -31.6% | -13.6% |
| 1Y | -20.7% | +23.0% | -43.7% | -27.9% |
| All | -20.7% | +22.1% | -42.8% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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