+61.6%
IBIT vs MOD
+47.9%
+13.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -7.3% | +2.2% | -3.9% |
| 7D | -5.9% | -34.2% | +28.3% | +0.2% |
| 30D | -11.3% | -51.9% | +40.6% | -0.6% |
| 3M | +17.1% | -53.0% | +70.2% | +31.2% |
| 6M | -7.0% | -66.4% | +59.3% | +8.8% |
| YTD | -13.3% | -31.5% | +18.2% | -12.7% |
| 1Y | -27.0% | -39.6% | +12.6% | -25.1% |
| All | +61.6% | +47.9% | +13.7% | +47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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