+61.6%
IBIT vs JBHT
+16.9%
+44.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.6% | -1.5% | -4.4% |
| 7D | -5.9% | -1.4% | -4.5% | -5.6% |
| 30D | -11.3% | -3.1% | -8.2% | -10.7% |
| 3M | +17.1% | -19.5% | +36.7% | +21.7% |
| 6M | -7.0% | -9.6% | +2.6% | -6.4% |
| YTD | -13.3% | +13.3% | -26.6% | -17.5% |
| 1Y | -27.0% | +29.7% | -56.7% | -32.7% |
| All | +61.6% | +16.9% | +44.6% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 3y: compounded portfolio wealth divided by compounded JBHT 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…
3y analysis · Full analysis span regression · 6 months rolling