+66.3%
IBIT vs JHX
-22.6%
+88.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.3% |
| 7D | +1.1% | +1.6% | -0.4% | +0.9% |
| 30D | +22.2% | -5.0% | +27.2% | +23.3% |
| 3M | +26.0% | +24.5% | +1.6% | +21.0% |
| 6M | +13.2% | +34.9% | -21.7% | +6.5% |
| YTD | -10.8% | +39.3% | -50.1% | -16.6% |
| 1Y | -29.9% | +48.6% | -78.5% | -35.5% |
| All | +66.3% | -22.6% | +88.9% | +70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling