-30.3%
IBIT vs JCI
+38.2%
-68.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.8% | -2.1% |
| 7D | +1.4% | +5.1% | -3.7% | +0.4% |
| 30D | +20.6% | -3.8% | +24.5% | +21.5% |
| 3M | +23.7% | +1.9% | +21.8% | +22.3% |
| 6M | +15.0% | +11.2% | +3.8% | +10.3% |
| YTD | -10.6% | +22.9% | -33.5% | -16.7% |
| 1Y | -30.3% | +37.4% | -67.7% | -38.0% |
| All | -30.3% | +38.2% | -68.5% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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