+69.8%
IBIT vs MTB
+91.7%
-21.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | +1.7% | +1.3% | +2.3% |
| 30D | +23.1% | -4.2% | +27.3% | +25.1% |
| 3M | +25.6% | +8.9% | +16.7% | +20.2% |
| 6M | +9.1% | +10.9% | -1.7% | +3.3% |
| YTD | -8.9% | +21.5% | -30.4% | -17.7% |
| 1Y | -27.5% | +21.9% | -49.4% | -34.8% |
| All | +69.8% | +91.7% | -21.9% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 all: compounded portfolio wealth divided by compounded MTB 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…
all analysis · Full analysis span regression · 6 months rolling