+74.7%
MRK vs IBIT
-32.3%
+107.0%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -4.3% | -3.2% | -1.0% | -4.2% |
| 30D | +8.3% | +22.0% | -13.7% | +7.8% |
| 3M | +20.0% | +21.4% | -1.4% | +19.5% |
| 6M | +25.7% | +9.2% | +16.4% | +25.5% |
| YTD | +38.7% | -11.8% | +50.6% | +39.4% |
| 1Y | +74.7% | -32.7% | +107.4% | +83.3% |
| All | +74.7% | -32.3% | +107.0% | +83.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling