+69.8%
IBIT vs JBL
+140.8%
-70.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.8% |
| 7D | +3.0% | +3.0% | 0.0% | +2.3% |
| 30D | +23.1% | -8.3% | +31.4% | +25.3% |
| 3M | +25.6% | -16.9% | +42.5% | +30.6% |
| 6M | +9.1% | +21.8% | -12.6% | +0.5% |
| YTD | -8.9% | +36.3% | -45.2% | -18.9% |
| 1Y | -27.5% | +49.5% | -77.0% | -37.5% |
| All | +69.8% | +140.8% | -70.9% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling