-32.7%
IBIT vs MRSH
-9.2%
-23.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -3.2% | -4.8% | +1.5% | -3.8% |
| 30D | +22.0% | -6.3% | +28.3% | +21.0% |
| 3M | +21.4% | +5.8% | +15.6% | +22.7% |
| 6M | +9.2% | +2.8% | +6.4% | +10.2% |
| YTD | -11.8% | -3.1% | -8.7% | -11.0% |
| 1Y | -32.7% | -11.3% | -21.4% | -30.0% |
| All | -32.7% | -9.2% | -23.4% | -30.0% |
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