+0.5%
MCD vs IBIT
+53.5%
-53.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | +7.1% | -1.1% | +8.2% | +7.1% |
| 30D | +19.8% | -9.2% | +28.9% | +19.7% |
| 3M | +0.8% | +17.5% | -16.7% | +1.0% |
| 6M | -1.3% | -7.2% | +5.9% | -1.3% |
| YTD | -7.8% | -13.6% | +5.9% | -7.7% |
| 1Y | -5.0% | -25.1% | +20.2% | -4.9% |
| All | +0.5% | +53.5% | -53.0% | -0.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling