-25.1%
IBIT vs MSI
+32.4%
-57.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.4% |
| 7D | -1.1% | +4.7% | -5.8% | -1.1% |
| 30D | -9.2% | +14.8% | -23.9% | -9.3% |
| 3M | +17.5% | +8.8% | +8.7% | +17.3% |
| 6M | -7.2% | +19.3% | -26.5% | -6.8% |
| YTD | -13.6% | +35.3% | -49.0% | -16.4% |
| 1Y | -25.1% | +33.8% | -58.9% | -23.9% |
| All | -25.1% | +32.4% | -57.6% | -23.9% |
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