-10.4%
MCHP vs IBIT
+56.3%
-66.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.6% |
| 7D | -2.1% | -5.8% | +3.7% | -0.7% |
| 30D | -11.1% | +21.5% | -32.7% | -15.4% |
| 3M | -18.1% | +24.5% | -42.6% | -22.3% |
| 6M | +10.8% | +10.0% | +0.8% | +7.8% |
| YTD | +14.2% | -12.0% | +26.3% | +16.1% |
| 1Y | +13.5% | -32.3% | +45.8% | +22.7% |
| All | -10.4% | +56.3% | -66.7% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling