-7.1%
MCHP vs IBIT
+61.9%
-69.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.9% | +2.0% |
| 7D | +1.7% | +3.0% | -1.3% | +0.9% |
| 30D | -4.1% | +23.1% | -27.2% | -8.9% |
| 3M | -22.5% | +25.6% | -48.1% | -26.6% |
| 6M | +7.3% | +9.1% | -1.9% | +4.5% |
| YTD | +18.4% | -8.9% | +27.3% | +19.3% |
| 1Y | +18.1% | -27.5% | +45.6% | +25.7% |
| All | -7.1% | +61.9% | -69.0% | -8.4% |
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 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