+46.2%
IBIT vs MTSI
+177.3%
-131.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.6% | +2.1% | -2.4% |
| 7D | -9.2% | +10.0% | -19.2% | -11.1% |
| 30D | -15.8% | -20.3% | +4.6% | -12.6% |
| 3M | +8.5% | -24.4% | +33.0% | +12.8% |
| 6M | -13.7% | -39.2% | +25.5% | -6.8% |
| YTD | -21.6% | +35.5% | -57.1% | -33.4% |
| 1Y | -30.0% | +43.0% | -73.0% | -41.4% |
| All | +46.2% | +177.3% | -131.1% | -1.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling