-22.2%
MCHP vs IBIT
+51.2%
-73.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.6% |
| 7D | -17.5% | -6.8% | -10.7% | -15.9% |
| 30D | -15.8% | -9.9% | -6.0% | -13.5% |
| 3M | -22.9% | +17.5% | -40.4% | -25.8% |
| 6M | -36.6% | -9.1% | -27.5% | -35.4% |
| YTD | -0.8% | -14.9% | +14.1% | +1.8% |
| 1Y | +16.5% | -27.6% | +44.1% | +24.3% |
| All | -22.2% | +51.2% | -73.4% | -21.9% |
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