+58.9%
IBIT vs MPC
+168.1%
-109.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.6% | -5.9% | -2.0% |
| 7D | -2.4% | -9.4% | +7.0% | -1.1% |
| 30D | -9.1% | -14.3% | +5.2% | -7.2% |
| 3M | +15.0% | +31.1% | -16.1% | +7.8% |
| 6M | -6.9% | +60.3% | -67.2% | -16.9% |
| YTD | -14.8% | +142.5% | -157.3% | -32.8% |
| 1Y | -28.1% | +104.6% | -132.7% | -40.7% |
| All | +58.9% | +168.1% | -109.2% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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