+141.2%
MSTR vs IBIT
+54.0%
+87.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -5.1% | -4.2% | -1.6% |
| 7D | -8.7% | -5.9% | -2.8% | +0.5% |
| 30D | -21.4% | -11.3% | -10.2% | -4.9% |
| 3M | +31.4% | +17.1% | +14.3% | +8.4% |
| 6M | -30.8% | -7.0% | -23.8% | -18.2% |
| YTD | -14.9% | -13.3% | -1.6% | +14.7% |
| 1Y | -49.3% | -27.0% | -22.3% | -11.9% |
| All | +141.2% | +54.0% | +87.1% | +32.4% |
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