+56.5%
IBIT vs MO
+127.2%
-70.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.5% |
| 7D | -5.4% | -0.8% | -4.6% | -5.4% |
| 30D | -10.5% | +6.5% | -17.0% | -10.2% |
| 3M | +15.0% | +18.3% | -3.3% | +15.7% |
| 6M | -8.3% | +15.6% | -23.9% | -8.3% |
| YTD | -16.1% | +38.8% | -54.9% | -17.1% |
| 1Y | -30.8% | +41.6% | -72.4% | -31.7% |
| All | +56.5% | +127.2% | -70.7% | +28.6% |
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