+391.4%
MUU vs IBIT
-30.6%
+421.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.1% | +1.3% |
| 7D | +43.7% | -6.2% | +49.9% | +53.5% |
| 30D | -37.2% | -14.4% | -22.9% | -24.4% |
| 3M | -36.1% | +12.5% | -48.5% | -42.7% |
| 6M | -35.7% | -11.9% | -23.9% | -27.1% |
| YTD | +264.0% | -18.7% | +282.7% | +309.5% |
| All | +391.4% | -30.6% | +421.9% | +492.0% |
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