+66.7%
IBIT vs MTZ
+231.5%
-164.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.8% | -5.6% | -3.0% |
| 7D | +1.4% | +3.6% | -2.1% | +0.2% |
| 30D | +20.6% | -9.6% | +30.3% | +23.9% |
| 3M | +23.7% | -31.9% | +55.6% | +36.6% |
| 6M | +15.0% | -13.8% | +28.8% | +15.4% |
| YTD | -10.6% | +13.3% | -23.8% | -19.5% |
| 1Y | -30.3% | +39.3% | -69.6% | -42.4% |
| All | +66.7% | +231.5% | -164.8% | -6.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling