-22.8%
MCHP vs IBIT
+39.4%
-62.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.9% | +0.2% |
| 7D | +5.7% | -9.2% | +14.9% | +8.3% |
| 30D | -13.4% | -15.8% | +2.4% | -9.5% |
| 3M | -20.1% | +8.5% | -28.7% | -21.6% |
| 6M | -35.5% | -13.7% | -21.8% | -33.4% |
| YTD | -1.6% | -21.6% | +20.0% | +3.2% |
| 1Y | +15.5% | -30.0% | +45.4% | +24.2% |
| All | -22.8% | +39.4% | -62.1% | -20.8% |
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