+32.5%
MRK vs IBIT
-11.6%
+44.1%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | 0.0% |
| 7D | 0.0% | -6.2% | +6.2% | +0.2% |
| 30D | +3.5% | -14.4% | +17.9% | +4.0% |
| 3M | +11.2% | +12.5% | -1.2% | +12.1% |
| 6M | +32.5% | -11.9% | +44.4% | +28.7% |
| All | +32.5% | -11.6% | +44.1% | +28.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling