+61.0%
IBIT vs MTSI
+152.1%
-91.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.8% | -11.2% | -2.6% |
| 7D | -1.1% | -10.0% | +8.9% | +0.6% |
| 30D | -9.2% | -37.2% | +28.0% | -1.0% |
| 3M | +17.5% | -30.1% | +47.6% | +24.2% |
| 6M | -7.2% | -31.9% | +24.7% | -3.4% |
| YTD | -13.6% | +23.2% | -36.8% | -25.1% |
| 1Y | -25.1% | +26.4% | -51.5% | -35.5% |
| All | +61.0% | +152.1% | -91.1% | +10.4% |
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