+64.4%
IBIT vs MRNA
+32.6%
+31.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.4% | -5.2% | -0.1% |
| 7D | -3.2% | -1.1% | -2.1% | -3.2% |
| 30D | +22.0% | +126.1% | -104.2% | +10.4% |
| 3M | +21.4% | +190.0% | -168.6% | +5.4% |
| 6M | +9.2% | +157.2% | -148.0% | -4.0% |
| YTD | -11.8% | +388.2% | -400.0% | -29.2% |
| 1Y | -32.7% | +467.0% | -499.7% | -47.3% |
| All | +64.4% | +32.6% | +31.8% | +47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling