-45.6%
MSTR vs IBIT
-26.6%
-19.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.3% |
| 7D | -1.2% | -1.1% | -0.1% | +0.9% |
| 30D | -15.9% | -9.2% | -6.8% | -1.3% |
| 3M | +33.1% | +17.5% | +15.6% | +9.5% |
| 6M | -31.0% | -7.2% | -23.8% | -18.5% |
| YTD | -15.1% | -13.6% | -1.5% | +8.6% |
| 1Y | -45.6% | -25.1% | -20.5% | -18.3% |
| All | -45.6% | -26.6% | -19.1% | -18.3% |
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