+46.2%
IBIT vs MPC
+185.2%
-138.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -4.0% | -3.6% |
| 7D | -9.2% | +11.2% | -20.4% | -10.6% |
| 30D | -15.8% | -14.5% | -1.3% | -13.9% |
| 3M | +8.5% | +16.7% | -8.1% | +4.6% |
| 6M | -13.7% | +67.6% | -81.3% | -23.4% |
| YTD | -21.6% | +157.9% | -179.5% | -38.7% |
| 1Y | -30.0% | +116.7% | -146.6% | -42.7% |
| All | +46.2% | +185.2% | -138.9% | +13.7% |
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