-27.5%
IBIT vs MRSH
-7.9%
-19.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.6% |
| 7D | +3.0% | -3.6% | +6.6% | +2.5% |
| 30D | +23.1% | -3.0% | +26.1% | +22.5% |
| 3M | +25.6% | +15.8% | +9.7% | +28.4% |
| 6M | +9.1% | +1.6% | +7.6% | +10.1% |
| YTD | -8.9% | +1.7% | -10.6% | -7.5% |
| 1Y | -27.5% | -8.0% | -19.4% | -24.2% |
| All | -27.5% | -7.9% | -19.6% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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