+69.8%
IBIT vs EWJ
+60.7%
+9.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.7% |
| 7D | +3.0% | +2.5% | +0.5% | +1.3% |
| 30D | +23.1% | +3.3% | +19.8% | +20.3% |
| 3M | +25.6% | +5.0% | +20.6% | +21.4% |
| 6M | +9.1% | +11.5% | -2.4% | +1.1% |
| YTD | -8.9% | +22.4% | -31.3% | -20.3% |
| 1Y | -27.5% | +30.2% | -57.7% | -38.8% |
| All | +69.8% | +60.7% | +9.1% | +27.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling