+125.8%
MSTR vs IBIT
+49.2%
+76.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -1.3% |
| 7D | -10.7% | -5.4% | -5.4% | -2.6% |
| 30D | -21.6% | -10.5% | -11.1% | -6.3% |
| 3M | +24.4% | +15.0% | +9.3% | +5.5% |
| 6M | -35.5% | -8.3% | -27.2% | -22.0% |
| YTD | -20.3% | -16.1% | -4.3% | +12.8% |
| 1Y | -49.3% | -30.8% | -18.6% | -4.6% |
| All | +125.8% | +49.2% | +76.6% | +30.2% |
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