-27.6%
IBIT vs MUB
+0.8%
-28.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.1% | +1.0% |
| 7D | -6.8% | +0.4% | -7.3% | -7.3% |
| 30D | -9.9% | +3.9% | -13.8% | -14.6% |
| 3M | +17.5% | -0.2% | +17.8% | +20.5% |
| 6M | -9.1% | -0.4% | -8.7% | -6.2% |
| YTD | -14.9% | +0.5% | -15.5% | -21.2% |
| 1Y | -27.6% | +0.7% | -28.3% | -33.6% |
| All | -27.6% | +0.8% | -28.4% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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