+69.8%
IBIT vs JCI
+160.4%
-90.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -3.2% |
| 7D | +3.0% | +3.8% | -0.8% | +1.4% |
| 30D | +23.1% | -5.7% | +28.8% | +25.9% |
| 3M | +25.6% | -1.4% | +27.0% | +25.4% |
| 6M | +9.1% | +4.1% | +5.0% | +5.6% |
| YTD | -8.9% | +21.7% | -30.6% | -19.0% |
| 1Y | -27.5% | +36.1% | -63.6% | -39.4% |
| All | +69.8% | +160.4% | -90.6% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling