-30.3%
IBIT vs MSFU
-18.4%
-11.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -1.4% |
| 7D | +1.4% | -3.2% | +4.6% | +2.1% |
| 30D | +20.6% | -3.1% | +23.8% | +21.2% |
| 3M | +23.7% | +35.3% | -11.6% | +15.1% |
| 6M | +15.0% | +31.6% | -16.6% | +6.6% |
| YTD | -10.6% | -9.5% | -1.1% | -9.6% |
| 1Y | -30.3% | -18.4% | -11.9% | -26.3% |
| All | -30.3% | -18.4% | -11.9% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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