+58.6%
IBIT vs JBL
+100.7%
-42.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | +0.4% |
| 7D | -6.8% | +0.1% | -6.9% | -6.9% |
| 30D | -9.9% | -17.0% | +7.2% | -5.8% |
| 3M | +17.5% | -27.4% | +44.9% | +26.3% |
| 6M | -9.1% | -29.1% | +20.0% | -2.5% |
| YTD | -14.9% | +13.6% | -28.5% | -21.1% |
| 1Y | -27.6% | +22.8% | -50.4% | -34.5% |
| All | +58.6% | +100.7% | -42.1% | +8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling