+69.8%
IBIT vs MUB
+4.3%
+65.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +3.0% | -0.9% | +3.9% | +3.5% |
| 30D | +23.1% | -1.4% | +24.5% | +24.0% |
| 3M | +25.6% | -2.2% | +27.7% | +27.0% |
| 6M | +9.1% | -1.9% | +11.0% | +10.0% |
| YTD | -8.9% | -0.8% | -8.1% | -8.5% |
| 1Y | -27.5% | +2.7% | -30.2% | -27.6% |
| All | +69.8% | +4.3% | +65.5% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling