+66.7%
IBIT vs IJH
+42.8%
+23.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.2% | -1.2% |
| 7D | +1.4% | +1.0% | +0.4% | +0.4% |
| 30D | +20.6% | -3.1% | +23.7% | +24.7% |
| 3M | +23.7% | +1.9% | +21.7% | +20.7% |
| 6M | +15.0% | +11.0% | +4.0% | +1.9% |
| YTD | -10.6% | +14.7% | -25.3% | -23.1% |
| 1Y | -30.3% | +15.6% | -45.9% | -40.5% |
| All | +66.7% | +42.8% | +23.9% | +12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling