+66.3%
IBIT vs JBL
+141.4%
-75.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.1% | +4.0% | -2.9% | +0.1% |
| 30D | +22.2% | -7.5% | +29.7% | +24.2% |
| 3M | +26.0% | -14.1% | +40.1% | +29.7% |
| 6M | +13.2% | +25.9% | -12.7% | +3.2% |
| YTD | -10.8% | +36.7% | -47.5% | -20.6% |
| 1Y | -29.9% | +49.0% | -78.9% | -39.5% |
| All | +66.3% | +141.4% | -75.1% | +9.3% |
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