+56.5%
IBIT vs JD
+21.1%
+35.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -5.4% | +5.2% | -10.6% | -6.5% |
| 30D | -10.5% | +4.5% | -15.0% | -11.4% |
| 3M | +15.0% | -15.4% | +30.5% | +19.2% |
| 6M | -8.3% | -6.0% | -2.3% | -7.6% |
| YTD | -16.1% | +2.2% | -18.2% | -17.2% |
| 1Y | -30.8% | -6.7% | -24.1% | -30.3% |
| All | +56.5% | +21.1% | +35.4% | +35.9% |
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 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