+56.2%
MA vs IBIT
+51.5%
+4.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.6% |
| 7D | -0.3% | -2.4% | +2.0% | -0.2% |
| 30D | +11.3% | -9.1% | +20.4% | +11.9% |
| 3M | +16.7% | +15.0% | +1.7% | +15.6% |
| 6M | +32.8% | -6.9% | +39.7% | +33.2% |
| YTD | +15.6% | -14.8% | +30.4% | +16.2% |
| 1Y | +19.6% | -28.1% | +47.7% | +21.6% |
| All | +56.2% | +51.5% | +4.7% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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