+35.6%
MRK vs IBIT
+58.9%
-23.3%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.6% | -1.2% |
| 7D | -0.9% | +1.4% | -2.4% | -1.0% |
| 30D | +15.5% | +20.6% | -5.2% | +15.1% |
| 3M | +25.1% | +23.7% | +1.4% | +24.7% |
| 6M | +30.1% | +15.0% | +15.1% | +29.8% |
| YTD | +43.1% | -10.6% | +53.7% | +43.2% |
| 1Y | +82.5% | -30.3% | +112.8% | +83.6% |
| All | +35.6% | +58.9% | -23.3% | +35.9% |
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