-8.6%
MCHP vs IBIT
+58.5%
-67.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | +0.3% | +1.1% | -0.8% | 0.0% |
| 30D | -9.8% | +22.2% | -32.0% | -14.2% |
| 3M | -19.7% | +26.0% | -45.7% | -24.0% |
| 6M | +13.6% | +13.2% | +0.4% | +9.8% |
| YTD | +16.5% | -10.8% | +27.3% | +18.0% |
| 1Y | +15.7% | -29.9% | +45.6% | +24.1% |
| All | -8.6% | +58.5% | -67.1% | -9.4% |
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 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