+51.6%
IBIT vs MSFU
+13.7%
+37.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.7% |
| 7D | -6.2% | -4.9% | -1.3% | -5.1% |
| 30D | -14.4% | -9.1% | -5.3% | -12.6% |
| 3M | +12.5% | +8.7% | +3.8% | +9.5% |
| 6M | -11.9% | +48.3% | -60.2% | -22.5% |
| YTD | -18.7% | -1.6% | -17.1% | -20.6% |
| 1Y | -29.9% | -13.6% | -16.3% | -28.9% |
| All | +51.6% | +13.7% | +37.9% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling