+69.8%
IBIT vs JBLU
-8.3%
+78.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.5% |
| 7D | +3.0% | -3.5% | +6.6% | +3.5% |
| 30D | +23.1% | -27.2% | +50.3% | +28.5% |
| 3M | +25.6% | -4.3% | +29.9% | +25.1% |
| 6M | +9.1% | -8.3% | +17.5% | +8.4% |
| YTD | -8.9% | +1.8% | -10.7% | -11.9% |
| 1Y | -27.5% | -9.0% | -18.4% | -28.8% |
| All | +69.8% | -8.3% | +78.2% | +61.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling