+46.2%
IBIT vs JBLU
-25.5%
+71.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.3% |
| 7D | -9.2% | +2.5% | -11.6% | -9.5% |
| 30D | -15.8% | +24.9% | -40.7% | -18.8% |
| 3M | +8.5% | -35.2% | +43.7% | +14.4% |
| 6M | -13.7% | -20.0% | +6.3% | -12.6% |
| YTD | -21.6% | -17.4% | -4.2% | -22.4% |
| 1Y | -30.0% | -13.0% | -17.0% | -31.3% |
| All | +46.2% | -25.5% | +71.8% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling