-27.5%
IBIT vs MTSI
+105.1%
-132.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.5% | -5.9% | -2.9% |
| 7D | +3.0% | +1.4% | +1.6% | +2.8% |
| 30D | +23.1% | +2.1% | +21.0% | +21.8% |
| 3M | +25.6% | -29.7% | +55.3% | +31.4% |
| 6M | +9.1% | +12.5% | -3.4% | +2.1% |
| YTD | -8.9% | +57.0% | -65.9% | -21.9% |
| 1Y | -27.5% | +103.9% | -131.4% | -40.3% |
| All | -27.5% | +105.1% | -132.5% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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