-30.8%
IBIT vs MTSI
+30.7%
-61.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.3% |
| 7D | -5.4% | -3.8% | -1.6% | -5.1% |
| 30D | -10.5% | -31.4% | +20.9% | -6.7% |
| 3M | +15.0% | -23.8% | +38.8% | +17.9% |
| 6M | -8.3% | -37.1% | +28.8% | -4.0% |
| YTD | -16.1% | +32.2% | -48.3% | -30.2% |
| 1Y | -30.8% | +26.9% | -57.7% | -41.7% |
| All | -30.8% | +30.7% | -61.5% | -41.7% |
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