+69.8%
IBIT vs MOS
-16.8%
+86.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -2.7% |
| 7D | +3.0% | +9.5% | -6.5% | +1.3% |
| 30D | +23.1% | +10.4% | +12.7% | +20.7% |
| 3M | +25.6% | +12.9% | +12.7% | +22.3% |
| 6M | +9.1% | +1.2% | +7.9% | +7.5% |
| YTD | -8.9% | +9.3% | -18.2% | -11.9% |
| 1Y | -27.5% | -18.0% | -9.5% | -25.4% |
| All | +69.8% | -16.8% | +86.6% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 3y: compounded portfolio wealth divided by compounded MOS 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…
3y analysis · Full analysis span regression · 6 months rolling