+2,538.2%
MUU vs IBIT
+27.7%
+2,510.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.2% | -1.3% |
| 7D | +13.9% | +1.4% | +12.5% | +11.8% |
| 30D | +24.8% | +20.6% | +4.2% | +3.1% |
| 3M | -15.7% | +23.7% | -39.4% | -30.2% |
| 6M | +338.9% | +15.0% | +323.9% | +302.1% |
| YTD | +563.2% | -10.6% | +573.7% | +617.9% |
| 1Y | +2,577.5% | -30.3% | +2,607.8% | +3,549.6% |
| All | +2,538.2% | +27.7% | +2,510.5% | +2,280.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling