+64.0%
IBIT vs MTZ
+212.6%
-148.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.5% | +2.1% | -0.3% |
| 7D | -5.8% | 0.0% | -5.7% | -5.8% |
| 30D | +21.5% | -14.8% | +36.4% | +27.1% |
| 3M | +24.5% | -30.8% | +55.3% | +36.1% |
| 6M | +10.0% | -22.6% | +32.6% | +14.6% |
| YTD | -12.0% | +6.8% | -18.8% | -19.4% |
| 1Y | -32.3% | +22.1% | -54.4% | -41.3% |
| All | +64.0% | +212.6% | -148.6% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MTZ 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling