+56.9%
MA vs IBIT
+49.2%
+7.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | +1.8% | -5.4% | +7.2% | +2.2% |
| 30D | +11.8% | -10.5% | +22.3% | +12.6% |
| 3M | +17.2% | +15.0% | +2.1% | +16.1% |
| 6M | +33.4% | -8.3% | +41.7% | +34.0% |
| YTD | +16.1% | -16.1% | +32.2% | +16.8% |
| 1Y | +19.9% | -30.8% | +50.7% | +22.3% |
| All | +56.9% | +49.2% | +7.8% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling