+1,129.0%
MU vs IBIT
+61.9%
+1,067.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +6.9% |
| 7D | +9.0% | +3.0% | +5.9% | +7.7% |
| 30D | +13.8% | +23.1% | -9.3% | +5.2% |
| 3M | +2.1% | +25.6% | -23.5% | -5.7% |
| 6M | +153.8% | +9.1% | +144.7% | +145.8% |
| YTD | +256.4% | -8.9% | +265.3% | +260.0% |
| 1Y | +719.8% | -27.5% | +747.2% | +787.5% |
| All | +1,129.0% | +61.9% | +1,067.1% | +1,024.9% |
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