+66.3%
IBIT vs MNDY
-58.3%
+124.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +0.2% |
| 7D | +1.1% | -14.1% | +15.3% | +3.1% |
| 30D | +22.2% | -8.5% | +30.7% | +23.4% |
| 3M | +26.0% | -2.5% | +28.6% | +25.8% |
| 6M | +13.2% | +0.1% | +13.1% | +11.9% |
| YTD | -10.8% | -45.0% | +34.2% | -4.9% |
| 1Y | -29.9% | -58.1% | +28.2% | -22.7% |
| All | +66.3% | -58.3% | +124.6% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 5y: compounded portfolio wealth divided by compounded MNDY 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…
5y analysis · Full analysis span regression · 6 months rolling