+66.7%
IBIT vs MSI
+50.7%
+16.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.6% |
| 7D | +1.4% | -5.8% | +7.2% | +2.6% |
| 30D | +20.6% | -1.0% | +21.6% | +20.8% |
| 3M | +23.7% | +14.2% | +9.5% | +19.9% |
| 6M | +15.0% | +1.0% | +14.0% | +15.1% |
| YTD | -10.6% | +21.5% | -32.1% | -15.8% |
| 1Y | -30.3% | -2.1% | -28.2% | -29.4% |
| All | +66.7% | +50.7% | +16.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling