+46.2%
IBIT vs MTZ
+146.1%
-99.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.3% | -3.2% |
| 7D | -9.2% | +5.0% | -14.2% | -10.5% |
| 30D | -15.8% | -6.0% | -9.8% | -15.2% |
| 3M | +8.5% | -36.1% | +44.6% | +22.2% |
| 6M | -13.7% | -56.9% | +43.2% | +9.1% |
| YTD | -21.6% | -15.9% | -5.7% | -23.8% |
| 1Y | -30.0% | -3.8% | -26.1% | -35.5% |
| All | +46.2% | +146.1% | -99.9% | -11.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling