+61.0%
IBIT vs JD
+24.6%
+36.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.7% |
| 7D | -1.1% | +13.4% | -14.5% | -3.9% |
| 30D | -9.2% | +7.7% | -16.9% | -10.8% |
| 3M | +17.5% | -11.3% | +28.8% | +20.4% |
| 6M | -7.2% | -5.1% | -2.0% | -6.6% |
| YTD | -13.6% | +5.0% | -18.7% | -15.4% |
| 1Y | -25.1% | -5.6% | -19.5% | -24.8% |
| All | +61.0% | +24.6% | +36.5% | +39.0% |
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