+734.3%
MU vs IBIT
+53.5%
+680.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.2% |
| 7D | -22.0% | -1.1% | -20.9% | -21.5% |
| 30D | -36.6% | -9.2% | -27.4% | -34.1% |
| 3M | -21.7% | +17.5% | -39.2% | -26.2% |
| 6M | +3.5% | -7.2% | +10.7% | +5.8% |
| YTD | +141.9% | -13.6% | +155.6% | +149.9% |
| 1Y | +189.8% | -25.1% | +215.0% | +212.2% |
| All | +734.3% | +53.5% | +680.8% | +680.9% |
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