+786.5%
MU vs IBIT
+51.5%
+735.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.7% |
| 7D | -12.0% | -2.4% | -9.7% | -11.0% |
| 30D | -28.7% | -9.1% | -19.7% | -26.0% |
| 3M | -16.4% | +15.0% | -31.4% | -20.6% |
| 6M | -1.8% | -6.9% | +5.1% | +0.3% |
| YTD | +157.1% | -14.8% | +171.8% | +166.7% |
| 1Y | +208.5% | -28.1% | +236.6% | +236.7% |
| All | +786.5% | +51.5% | +735.0% | +733.5% |
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