-0.8%
MSFT vs IBIT
-28.1%
+27.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.5% |
| 7D | -2.7% | +3.0% | -5.7% | -3.3% |
| 30D | +2.7% | +23.1% | -20.4% | -1.8% |
| 3M | +17.0% | +25.6% | -8.6% | +11.2% |
| 6M | +23.8% | +9.1% | +14.7% | +20.7% |
| YTD | +4.0% | -8.9% | +12.9% | +3.6% |
| 1Y | -0.8% | -27.5% | +26.6% | +2.9% |
| All | -0.8% | -28.1% | +27.3% | +2.9% |
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 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