+64.0%
IBIT vs MOH
-47.2%
+111.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.5% | -1.2% |
| 7D | -5.8% | -1.3% | -4.5% | -5.8% |
| 30D | +21.5% | +3.0% | +18.6% | +21.7% |
| 3M | +24.5% | +1.2% | +23.3% | +24.8% |
| 6M | +10.0% | +41.7% | -31.7% | +12.1% |
| YTD | -12.0% | +15.4% | -27.4% | -11.1% |
| 1Y | -32.3% | +11.8% | -44.1% | -31.8% |
| All | +64.0% | -47.2% | +111.2% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded MOH 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling