+66.7%
IBIT vs JBL
+142.1%
-75.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -2.0% |
| 7D | +1.4% | +4.4% | -3.0% | +0.3% |
| 30D | +20.6% | -8.4% | +29.1% | +22.9% |
| 3M | +23.7% | -14.2% | +37.8% | +27.3% |
| 6M | +15.0% | +29.6% | -14.6% | +3.9% |
| YTD | -10.6% | +37.1% | -47.7% | -20.5% |
| 1Y | -30.3% | +49.5% | -79.8% | -39.9% |
| All | +66.7% | +142.1% | -75.4% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling