+58.6%
IBIT vs MSFU
+12.8%
+45.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.8% | +6.1% | +2.5% |
| 7D | -6.8% | -12.7% | +5.8% | -3.7% |
| 30D | -9.9% | -9.0% | -0.9% | -8.0% |
| 3M | +17.5% | +2.9% | +14.6% | +15.9% |
| 6M | -9.1% | +43.5% | -52.6% | -19.3% |
| YTD | -14.9% | -2.4% | -12.5% | -16.7% |
| 1Y | -27.6% | -13.5% | -14.1% | -26.6% |
| All | +58.6% | +12.8% | +45.9% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling