+72.1%
META vs IBIT
+62.2%
+9.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.9% | -1.5% | +0.9% |
| 7D | +2.9% | -1.8% | +4.6% | +3.2% |
| 30D | -15.1% | -6.7% | -8.4% | -14.1% |
| 3M | +7.2% | +24.6% | -17.3% | +3.5% |
| 6M | +3.4% | -0.2% | +3.5% | +3.0% |
| YTD | -4.3% | -8.7% | +4.4% | -4.2% |
| 1Y | +0.8% | -20.7% | +21.5% | +3.0% |
| All | +72.1% | +62.2% | +9.8% | +65.3% |
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