-29.9%
IBIT vs MO
+42.4%
-72.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.1% | -4.3% |
| 7D | -6.2% | +0.4% | -6.6% | -6.1% |
| 30D | -14.4% | +8.9% | -23.3% | -13.0% |
| 3M | +12.5% | +23.0% | -10.5% | +16.2% |
| 6M | -11.9% | +15.0% | -26.8% | -10.2% |
| YTD | -18.7% | +41.7% | -60.4% | -19.4% |
| 1Y | -29.9% | +43.3% | -73.2% | -29.8% |
| All | -29.9% | +42.4% | -72.4% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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