+68.3%
META vs IBIT
+61.9%
+6.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.4% | +1.4% |
| 7D | +6.7% | +3.0% | +3.7% | +6.2% |
| 30D | +4.8% | +23.1% | -18.4% | +1.2% |
| 3M | -1.6% | +25.6% | -27.2% | -5.3% |
| 6M | -7.5% | +9.1% | -16.6% | -9.2% |
| YTD | -6.4% | -8.9% | +2.5% | -6.3% |
| 1Y | -17.3% | -27.5% | +10.1% | -14.5% |
| All | +68.3% | +61.9% | +6.4% | +61.6% |
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