-25.1%
IBIT vs JD
-7.3%
-17.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.7% |
| 7D | -1.1% | +13.4% | -14.5% | -4.0% |
| 30D | -9.2% | +7.7% | -16.9% | -10.8% |
| 3M | +17.5% | -11.3% | +28.8% | +20.8% |
| 6M | -7.2% | -5.1% | -2.0% | -6.9% |
| YTD | -13.6% | +5.0% | -18.7% | -16.3% |
| 1Y | -25.1% | -5.6% | -19.5% | -21.9% |
| All | -25.1% | -7.3% | -17.8% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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