+186.6%
MU vs IBIT
-30.9%
+217.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.3% |
| 7D | -15.2% | -5.4% | -9.8% | -12.4% |
| 30D | -29.5% | -10.5% | -19.1% | -25.0% |
| 3M | -15.8% | +15.0% | -30.8% | -22.0% |
| 6M | -2.9% | -8.3% | +5.4% | -0.6% |
| YTD | +154.2% | -16.1% | +170.3% | +159.6% |
| 1Y | +186.6% | -30.8% | +217.3% | +212.7% |
| All | +186.6% | -30.9% | +217.5% | +212.7% |
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