-27.6%
IBIT vs MSCI
+15.9%
-43.5%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.2% |
| 7D | -6.8% | -1.9% | -4.9% | -6.5% |
| 30D | -9.9% | +16.5% | -26.3% | -11.9% |
| 3M | +17.5% | +18.2% | -0.7% | +14.5% |
| 6M | -9.1% | +14.0% | -23.1% | -11.7% |
| YTD | -14.9% | +16.6% | -31.5% | -16.9% |
| 1Y | -27.6% | +14.8% | -42.4% | -31.5% |
| All | -27.6% | +15.9% | -43.5% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling