+69.8%
IBIT vs MSCI
+8.0%
+61.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | +3.0% | +0.4% | +2.6% | +3.0% |
| 30D | +23.1% | +0.6% | +22.6% | +23.0% |
| 3M | +25.6% | -7.1% | +32.6% | +26.4% |
| 6M | +9.1% | +0.8% | +8.3% | +8.4% |
| YTD | -8.9% | +1.0% | -9.9% | -9.5% |
| 1Y | -27.5% | +4.3% | -31.8% | -28.4% |
| All | +69.8% | +8.0% | +61.9% | +65.7% |
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