+61.0%
IBIT vs MSCI
+20.8%
+40.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | 0.0% |
| 7D | -1.1% | +2.8% | -3.9% | -1.5% |
| 30D | -9.2% | +15.4% | -24.6% | -11.2% |
| 3M | +17.5% | +13.4% | +4.1% | +15.2% |
| 6M | -7.2% | +10.9% | -18.1% | -9.1% |
| YTD | -13.6% | +13.0% | -26.6% | -15.8% |
| 1Y | -25.1% | +12.0% | -37.1% | -26.8% |
| All | +61.0% | +20.8% | +40.2% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling