+2,620.0%
MUU vs IBIT
+30.1%
+2,589.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.4% | +14.0% | +13.8% |
| 7D | +17.4% | +3.0% | +14.3% | +13.7% |
| 30D | +24.0% | +23.1% | +0.9% | +0.5% |
| 3M | -23.9% | +25.6% | -49.5% | -36.7% |
| 6M | +284.4% | +9.1% | +275.3% | +266.3% |
| YTD | +583.7% | -8.9% | +592.6% | +627.5% |
| 1Y | +2,981.5% | -27.5% | +3,008.9% | +3,961.8% |
| All | +2,620.0% | +30.1% | +2,589.9% | +2,312.9% |
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