+58.9%
IBIT vs MSI
+72.3%
-13.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.8% |
| 7D | -2.4% | +8.3% | -10.7% | -3.9% |
| 30D | -9.1% | +18.9% | -28.0% | -12.2% |
| 3M | +15.0% | +13.2% | +1.8% | +12.1% |
| 6M | -6.9% | +38.3% | -45.2% | -13.6% |
| YTD | -14.8% | +38.9% | -53.6% | -21.9% |
| 1Y | -28.1% | +36.7% | -64.8% | -33.7% |
| All | +58.9% | +72.3% | -13.4% | +21.4% |
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