+66.7%
IBIT vs MO
+99.7%
-33.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.9% |
| 7D | +1.4% | -2.0% | +3.5% | +1.4% |
| 30D | +20.6% | -0.3% | +20.9% | +20.6% |
| 3M | +23.7% | -2.9% | +26.6% | +23.4% |
| 6M | +15.0% | +5.8% | +9.2% | +14.1% |
| YTD | -10.6% | +22.0% | -32.6% | -12.2% |
| 1Y | -30.3% | +10.7% | -41.0% | -31.1% |
| All | +66.7% | +99.7% | -33.0% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling