+2,683.6%
MUU vs IBIT
+27.4%
+2,656.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.7% |
| 7D | +15.0% | +1.1% | +13.9% | +13.2% |
| 30D | +36.8% | +22.2% | +14.6% | +11.5% |
| 3M | -8.5% | +26.0% | -34.5% | -25.5% |
| 6M | +320.7% | +13.2% | +307.6% | +289.9% |
| YTD | +599.7% | -10.8% | +610.5% | +658.9% |
| 1Y | +2,569.2% | -29.9% | +2,599.1% | +3,524.2% |
| All | +2,683.6% | +27.4% | +2,656.2% | +2,416.9% |
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 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