+1,138.0%
MUU vs IBIT
+21.7%
+1,116.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -1.3% | +13.8% | +13.7% |
| 7D | -27.2% | -2.4% | -24.8% | -24.2% |
| 30D | -54.0% | -9.1% | -45.0% | -48.5% |
| 3M | -41.4% | +15.0% | -56.4% | -48.2% |
| 6M | -42.5% | -6.9% | -35.6% | -36.8% |
| YTD | +211.2% | -14.8% | +226.0% | +261.0% |
| 1Y | +313.4% | -28.1% | +341.5% | +457.0% |
| All | +1,138.0% | +21.7% | +1,116.3% | +1,097.4% |
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