+64.4%
IBIT vs MOH
-46.1%
+110.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | +0.3% |
| 7D | -3.2% | +1.7% | -4.9% | -3.1% |
| 30D | +22.0% | -0.9% | +22.8% | +21.9% |
| 3M | +21.4% | +5.7% | +15.7% | +21.9% |
| 6M | +9.2% | +39.1% | -29.9% | +11.2% |
| YTD | -11.8% | +17.7% | -29.5% | -10.8% |
| 1Y | -32.7% | +8.4% | -41.1% | -32.2% |
| All | +64.4% | -46.1% | +110.5% | +72.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling