-32.7%
IBIT vs JBLU
-14.6%
-18.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -3.2% | -5.0% | +1.7% | -2.7% |
| 30D | +22.0% | -23.9% | +45.8% | +25.4% |
| 3M | +21.4% | -11.6% | +33.1% | +21.7% |
| 6M | +9.2% | -0.2% | +9.5% | +6.5% |
| YTD | -11.8% | -3.3% | -8.5% | -17.0% |
| 1Y | -32.7% | -15.4% | -17.3% | -34.2% |
| All | -32.7% | -14.6% | -18.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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