+61.6%
IBIT vs MOS
-27.5%
+89.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.4% | -5.6% |
| 7D | -5.9% | +22.5% | -28.4% | -9.2% |
| 30D | -11.3% | +6.6% | -17.9% | -12.5% |
| 3M | +17.1% | -3.8% | +20.9% | +17.1% |
| 6M | -7.0% | -2.2% | -4.8% | -7.6% |
| YTD | -13.3% | -4.8% | -8.6% | -14.6% |
| 1Y | -27.0% | -11.7% | -15.3% | -26.9% |
| All | +61.6% | -27.5% | +89.1% | +68.3% |
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