+66.3%
IBIT vs IJR
+41.8%
+24.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.8% |
| 7D | +1.1% | -1.1% | +2.3% | +2.3% |
| 30D | +22.2% | -3.6% | +25.9% | +26.6% |
| 3M | +26.0% | +2.3% | +23.7% | +22.8% |
| 6M | +13.2% | +14.3% | -1.2% | -1.5% |
| YTD | -10.8% | +19.3% | -30.1% | -25.1% |
| 1Y | -29.9% | +22.6% | -52.5% | -42.7% |
| All | +66.3% | +41.8% | +24.6% | +19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling