+23.9%
IBIT vs MSTU
-90.1%
+114.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.8% | -0.2% |
| 7D | -2.4% | -9.3% | +6.9% | -0.7% |
| 30D | -9.1% | -38.3% | +29.2% | -1.1% |
| 3M | +15.0% | +24.0% | -9.0% | +3.0% |
| 6M | -6.9% | -72.1% | +65.2% | +9.4% |
| YTD | -14.8% | -70.2% | +55.5% | -8.3% |
| 1Y | -28.1% | -89.6% | +61.5% | -6.0% |
| All | +23.9% | -90.1% | +114.0% | +30.0% |
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