+30.0%
IBIT vs MSTU
-86.5%
+116.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.6% | +6.8% | 0.0% |
| 7D | +1.4% | +16.1% | -14.7% | -2.7% |
| 30D | +20.6% | +68.7% | -48.0% | +4.8% |
| 3M | +23.7% | -11.0% | +34.7% | +18.8% |
| 6M | +15.0% | -33.4% | +48.4% | +13.2% |
| YTD | -10.6% | -59.5% | +48.9% | -6.7% |
| 1Y | -30.3% | -93.4% | +63.0% | +0.6% |
| All | +30.0% | -86.5% | +116.5% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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