+64.0%
IBIT vs MRSH
-3.7%
+67.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.6% | -1.4% |
| 7D | -5.8% | -5.9% | +0.2% | -5.7% |
| 30D | +21.5% | -7.3% | +28.8% | +21.6% |
| 3M | +24.5% | +6.7% | +17.8% | +24.3% |
| 6M | +10.0% | +3.0% | +7.0% | +10.1% |
| YTD | -12.0% | -2.9% | -9.1% | -11.3% |
| 1Y | -32.3% | -9.0% | -23.3% | -30.8% |
| All | +64.0% | -3.7% | +67.7% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling