+65.2%
META vs IBIT
+54.0%
+11.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.1% | +1.1% | -3.1% |
| 7D | -3.1% | -5.9% | +2.8% | -2.1% |
| 30D | -18.1% | -11.3% | -6.8% | -16.4% |
| 3M | +2.9% | +17.1% | -14.3% | +0.4% |
| 6M | +0.2% | -7.0% | +7.2% | +1.1% |
| YTD | -8.1% | -13.3% | +5.2% | -7.1% |
| 1Y | -4.5% | -27.0% | +22.4% | -1.1% |
| All | +65.2% | +54.0% | +11.2% | +60.2% |
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