-20.7%
IBIT vs MRNA
+945.0%
-965.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.1% | -10.2% | +2.3% |
| 7D | -1.8% | +20.6% | -22.4% | -2.7% |
| 30D | -6.7% | +27.1% | -33.8% | -7.9% |
| 3M | +24.6% | +353.4% | -328.8% | +9.4% |
| 6M | -0.2% | +446.3% | -446.4% | -16.9% |
| YTD | -8.7% | +776.2% | -784.9% | -30.4% |
| 1Y | -20.7% | +987.9% | -1,008.6% | -42.7% |
| All | -20.7% | +945.0% | -965.7% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 1y: compounded portfolio wealth divided by compounded MRNA 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…
1y analysis · Full analysis span regression · 6 months rolling