-27.5%
IBIT vs JHX
+56.2%
-83.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.6% | -5.0% | -2.8% |
| 7D | +3.0% | +1.5% | +1.5% | +2.7% |
| 30D | +23.1% | +7.2% | +16.0% | +21.6% |
| 3M | +25.6% | +29.9% | -4.4% | +19.9% |
| 6M | +9.1% | +35.4% | -26.2% | +2.0% |
| YTD | -8.9% | +46.5% | -55.4% | -15.2% |
| 1Y | -27.5% | +55.5% | -83.0% | -31.8% |
| All | -27.5% | +56.2% | -83.7% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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