+46.2%
IBIT vs JD
+19.4%
+26.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.5% | -5.0% | -3.9% |
| 7D | -9.2% | -4.1% | -5.1% | -8.3% |
| 30D | -15.8% | +4.6% | -20.4% | -16.7% |
| 3M | +8.5% | -4.7% | +13.3% | +9.5% |
| 6M | -13.7% | -17.4% | +3.7% | -10.3% |
| YTD | -21.6% | +0.7% | -22.3% | -22.4% |
| 1Y | -30.0% | -5.9% | -24.1% | -29.6% |
| All | +46.2% | +19.4% | +26.8% | +27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling