+69.8%
IBIT vs MO
+101.8%
-31.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.4% |
| 7D | +3.0% | +0.3% | +2.7% | +3.0% |
| 30D | +23.1% | +0.6% | +22.5% | +23.1% |
| 3M | +25.6% | -1.0% | +26.5% | +25.2% |
| 6M | +9.1% | +4.3% | +4.8% | +8.5% |
| YTD | -8.9% | +23.3% | -32.2% | -10.5% |
| 1Y | -27.5% | +10.5% | -37.9% | -28.1% |
| All | +69.8% | +101.8% | -31.9% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling