-20.7%
IBIT vs JBL
+20.8%
-41.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -4.8% | +7.7% | +3.9% |
| 7D | -1.8% | -11.1% | +9.4% | +0.8% |
| 30D | -6.7% | -14.1% | +7.4% | -3.7% |
| 3M | +24.6% | -23.9% | +48.5% | +30.9% |
| 6M | -0.2% | -24.1% | +23.9% | +3.3% |
| YTD | -8.7% | +13.5% | -22.2% | -19.1% |
| 1Y | -20.7% | +23.7% | -44.4% | -33.6% |
| All | -20.7% | +20.8% | -41.5% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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