-30.3%
IBIT vs MSTU
-93.3%
+63.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.6% | +6.8% | +0.2% |
| 7D | +1.4% | +16.1% | -14.7% | -3.3% |
| 30D | +20.6% | +68.7% | -48.0% | +2.2% |
| 3M | +23.7% | -11.0% | +34.7% | +18.9% |
| 6M | +15.0% | -33.4% | +48.4% | +13.0% |
| YTD | -10.6% | -59.5% | +48.9% | -4.1% |
| 1Y | -30.3% | -93.4% | +63.0% | +19.0% |
| All | -30.3% | -93.3% | +63.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling