+69.8%
IBIT vs JD
+20.9%
+48.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.9% | -4.3% | -2.8% |
| 7D | +3.0% | -1.7% | +4.7% | +3.4% |
| 30D | +23.1% | -13.2% | +36.3% | +26.9% |
| 3M | +25.6% | -3.2% | +28.8% | +26.0% |
| 6M | +9.1% | +15.2% | -6.1% | +4.7% |
| YTD | -8.9% | +2.0% | -10.9% | -10.0% |
| 1Y | -27.5% | -5.4% | -22.1% | -27.0% |
| All | +69.8% | +20.9% | +48.9% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling