+14.0%
IBIT vs MSTU
-92.2%
+106.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.0% | +1.5% | -2.5% |
| 7D | -9.2% | -25.8% | +16.6% | -3.4% |
| 30D | -15.8% | -43.9% | +28.1% | -6.5% |
| 3M | +8.5% | +2.9% | +5.6% | +1.1% |
| 6M | -13.7% | -75.5% | +61.8% | +4.3% |
| YTD | -21.6% | -76.7% | +55.2% | -11.2% |
| 1Y | -30.0% | -88.9% | +59.0% | -9.1% |
| All | +14.0% | -92.2% | +106.3% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling