+66.7%
IBIT vs MRNA
+29.2%
+37.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.6% | +1.7% | -1.7% |
| 7D | +1.4% | -9.0% | +10.5% | +2.0% |
| 30D | +20.6% | +137.2% | -116.5% | +8.3% |
| 3M | +23.7% | +194.8% | -171.1% | +6.8% |
| 6M | +15.0% | +167.2% | -152.2% | +0.4% |
| YTD | -10.6% | +375.9% | -386.5% | -28.1% |
| 1Y | -30.3% | +465.2% | -495.5% | -45.5% |
| All | +66.7% | +29.2% | +37.5% | +50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling