+228.8%
MU vs IBIT
-33.0%
+261.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +1.0% | -0.7% |
| 7D | +12.8% | -9.2% | +22.0% | +18.6% |
| 30D | -14.9% | -15.8% | +0.9% | -6.5% |
| 3M | -18.0% | +8.5% | -26.6% | -21.6% |
| 6M | -3.1% | -13.7% | +10.6% | +2.3% |
| YTD | +172.9% | -21.6% | +194.5% | +186.2% |
| 1Y | +228.8% | -30.0% | +258.8% | +256.2% |
| All | +228.8% | -33.0% | +261.8% | +256.2% |
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 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