-29.7%
IBIT vs MSI
+36.7%
-66.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.6% | -3.9% | -1.3% |
| 7D | -2.4% | +8.3% | -10.7% | -2.3% |
| 30D | -9.1% | +18.9% | -28.0% | -9.2% |
| 3M | +15.0% | +13.2% | +1.8% | +14.9% |
| 6M | -6.9% | +38.3% | -45.2% | -7.6% |
| YTD | -14.8% | +38.9% | -53.6% | -16.8% |
| All | -29.7% | +36.7% | -66.4% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling