+66.3%
IBIT vs MO
+98.9%
-32.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +1.1% | -2.4% | +3.5% | +1.1% |
| 30D | +22.2% | +3.6% | +18.7% | +22.3% |
| 3M | +26.0% | -3.7% | +29.7% | +25.7% |
| 6M | +13.2% | +4.5% | +8.7% | +12.4% |
| YTD | -10.8% | +21.5% | -32.3% | -12.4% |
| 1Y | -29.9% | +9.5% | -39.5% | -30.7% |
| All | +66.3% | +98.9% | -32.5% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling