+64.4%
IBIT vs JHX
-23.8%
+88.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | 0.0% |
| 7D | -3.2% | -6.3% | +3.1% | -2.1% |
| 30D | +22.0% | -7.7% | +29.7% | +23.6% |
| 3M | +21.4% | +19.2% | +2.2% | +17.5% |
| 6M | +9.2% | +38.3% | -29.0% | +2.4% |
| YTD | -11.8% | +37.2% | -49.0% | -17.4% |
| 1Y | -32.7% | +42.3% | -75.0% | -37.6% |
| All | +64.4% | -23.8% | +88.1% | +68.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling