+56.5%
IBIT vs EWJ
+47.8%
+8.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.7% |
| 7D | -5.4% | -2.4% | -3.0% | -3.8% |
| 30D | -10.5% | -7.6% | -2.8% | -5.4% |
| 3M | +15.0% | -5.9% | +20.9% | +19.8% |
| 6M | -8.3% | -1.5% | -6.8% | -7.5% |
| YTD | -16.1% | +12.6% | -28.6% | -22.2% |
| 1Y | -30.8% | +12.7% | -43.4% | -35.9% |
| All | +56.5% | +47.8% | +8.7% | +24.5% |
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