+66.7%
IBIT vs MNDY
-57.0%
+123.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.1% | +6.3% | -0.8% |
| 7D | +1.4% | -13.3% | +14.7% | +3.2% |
| 30D | +20.6% | -10.2% | +30.8% | +22.0% |
| 3M | +23.7% | -0.1% | +23.8% | +23.1% |
| 6M | +15.0% | +6.3% | +8.7% | +12.7% |
| YTD | -10.6% | -43.3% | +32.7% | -5.0% |
| 1Y | -30.3% | -56.1% | +25.8% | -23.6% |
| All | +66.7% | -57.0% | +123.7% | +61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling