+56.5%
IBIT vs MP
+110.4%
-53.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -3.2% |
| 7D | -5.4% | -3.6% | -1.8% | -5.0% |
| 30D | -10.5% | -21.0% | +10.5% | -8.0% |
| 3M | +15.0% | -33.3% | +48.3% | +20.5% |
| 6M | -8.3% | -45.9% | +37.6% | -2.2% |
| YTD | -16.1% | -27.8% | +11.8% | -13.7% |
| 1Y | -30.8% | -43.2% | +12.4% | -27.3% |
| All | +56.5% | +110.4% | -53.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling