+56.5%
IBIT vs MSCI
+23.8%
+32.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.8% |
| 7D | -5.4% | +2.7% | -8.0% | -5.7% |
| 30D | -10.5% | +16.2% | -26.7% | -12.6% |
| 3M | +15.0% | +17.1% | -2.0% | +12.2% |
| 6M | -8.3% | +13.0% | -21.3% | -10.5% |
| YTD | -16.1% | +15.8% | -31.8% | -18.4% |
| 1Y | -30.8% | +15.5% | -46.2% | -32.7% |
| All | +56.5% | +23.8% | +32.7% | +49.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling