-30.0%
IBIT vs MO
+44.3%
-74.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.3% |
| 7D | -9.2% | +3.3% | -12.5% | -8.6% |
| 30D | -15.8% | +7.5% | -23.3% | -14.6% |
| 3M | +8.5% | +22.8% | -14.2% | +12.3% |
| 6M | -13.7% | +13.4% | -27.0% | -11.8% |
| YTD | -21.6% | +43.0% | -64.6% | -21.7% |
| 1Y | -30.0% | +45.2% | -75.2% | -28.9% |
| All | -30.0% | +44.3% | -74.2% | -28.9% |
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