+37.3%
MRK vs IBIT
+61.9%
-24.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | -1.3% |
| 7D | +1.3% | +3.0% | -1.7% | +1.3% |
| 30D | +17.1% | +23.1% | -6.0% | +16.8% |
| 3M | +25.9% | +25.6% | +0.3% | +25.5% |
| 6M | +26.8% | +9.1% | +17.7% | +26.6% |
| YTD | +44.9% | -8.9% | +53.8% | +45.0% |
| 1Y | +84.8% | -27.5% | +112.3% | +85.9% |
| All | +37.3% | +61.9% | -24.6% | +37.6% |
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