+46.2%
IBIT vs MSCI
+24.4%
+21.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.9% | -3.7% |
| 7D | -9.2% | +3.0% | -12.2% | -9.6% |
| 30D | -15.8% | +17.8% | -33.6% | -17.9% |
| 3M | +8.5% | +15.2% | -6.7% | +6.1% |
| 6M | -13.7% | +16.5% | -30.2% | -16.1% |
| YTD | -21.6% | +16.4% | -37.9% | -23.9% |
| 1Y | -30.0% | +16.8% | -46.8% | -32.0% |
| All | +46.2% | +24.4% | +21.8% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling