+865.4%
MU vs IBIT
+44.5%
+821.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | +0.1% |
| 7D | +21.6% | -6.2% | +27.8% | +24.5% |
| 30D | -16.2% | -14.4% | -1.9% | -11.0% |
| 3M | -12.4% | +12.5% | -24.8% | -16.0% |
| 6M | +4.2% | -11.9% | +16.1% | +8.5% |
| YTD | +180.0% | -18.7% | +198.7% | +195.7% |
| 1Y | +226.4% | -29.9% | +256.3% | +260.0% |
| All | +865.4% | +44.5% | +821.0% | +824.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling