-32.7%
IBIT vs IJR
+21.9%
-54.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.3% |
| 7D | -3.2% | -2.2% | -1.1% | -1.2% |
| 30D | +22.0% | -4.6% | +26.6% | +27.5% |
| 3M | +21.4% | +0.2% | +21.2% | +20.3% |
| 6M | +9.2% | +14.7% | -5.5% | -7.2% |
| YTD | -11.8% | +18.9% | -30.7% | -26.6% |
| 1Y | -32.7% | +19.9% | -52.6% | -43.2% |
| All | -32.7% | +21.9% | -54.6% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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