+66.3%
IBIT vs EWJ
+58.6%
+7.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.4% |
| 7D | +1.1% | +1.0% | +0.1% | +0.5% |
| 30D | +22.2% | +1.0% | +21.3% | +21.3% |
| 3M | +26.0% | +7.2% | +18.8% | +20.0% |
| 6M | +13.2% | +13.9% | -0.7% | +3.4% |
| YTD | -10.8% | +20.8% | -31.6% | -21.2% |
| 1Y | -29.9% | +26.4% | -56.3% | -39.8% |
| All | +66.3% | +58.6% | +7.7% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 5y: compounded portfolio wealth divided by compounded EWJ 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…
5y analysis · Full analysis span regression · 6 months rolling