+66.3%
IBIT vs MRSH
-3.9%
+70.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | +1.1% | -5.9% | +7.0% | +1.2% |
| 30D | +22.2% | -7.3% | +29.6% | +22.3% |
| 3M | +26.0% | +7.4% | +18.6% | +25.8% |
| 6M | +13.2% | -0.7% | +13.9% | +13.6% |
| YTD | -10.8% | -3.2% | -7.6% | -10.1% |
| 1Y | -29.9% | -10.6% | -19.3% | -28.2% |
| All | +66.3% | -3.9% | +70.2% | +74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling