-27.5%
IBIT vs IJH
+18.2%
-45.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.6% |
| 7D | +3.0% | +0.1% | +2.9% | +2.9% |
| 30D | +23.1% | -1.5% | +24.6% | +24.9% |
| 3M | +25.6% | +0.8% | +24.8% | +23.9% |
| 6M | +9.1% | +7.6% | +1.6% | -0.4% |
| YTD | -8.9% | +15.5% | -24.4% | -23.3% |
| 1Y | -27.5% | +16.9% | -44.4% | -38.7% |
| All | -27.5% | +18.2% | -45.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 1y: compounded portfolio wealth divided by compounded IJH 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…
1y analysis · Full analysis span regression · 6 months rolling