+32.2%
MRK vs IBIT
+56.3%
-24.2%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -5.0% | -5.8% | +0.8% | -4.9% |
| 30D | +11.0% | +21.5% | -10.6% | +10.6% |
| 3M | +22.4% | +24.5% | -2.1% | +22.0% |
| 6M | +25.4% | +10.0% | +15.4% | +25.2% |
| YTD | +39.5% | -12.0% | +51.5% | +39.7% |
| 1Y | +78.0% | -32.3% | +110.3% | +79.1% |
| All | +32.2% | +56.3% | -24.2% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling