+46.2%
IBIT vs MRNA
+105.7%
-59.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.4% | -0.1% | -3.3% |
| 7D | -9.2% | -12.1% | +2.9% | -8.5% |
| 30D | -15.8% | -1.3% | -14.5% | -15.8% |
| 3M | +8.5% | +250.9% | -242.4% | -4.5% |
| 6M | -13.7% | +343.0% | -356.7% | -27.2% |
| YTD | -21.6% | +657.4% | -679.0% | -38.8% |
| 1Y | -30.0% | +794.9% | -824.9% | -46.6% |
| All | +46.2% | +105.7% | -59.4% | +27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling