+66.3%
IBIT vs JOBY
+5.9%
+60.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JOBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.9% |
| 7D | +1.1% | -5.9% | +7.0% | +2.2% |
| 30D | +22.2% | -27.1% | +49.4% | +29.1% |
| 3M | +26.0% | -30.7% | +56.8% | +33.5% |
| 6M | +13.2% | -36.1% | +49.2% | +20.4% |
| YTD | -10.8% | -51.4% | +40.6% | -0.8% |
| 1Y | -29.9% | -52.2% | +22.2% | -22.3% |
| All | +66.3% | +5.9% | +60.4% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JOBY.
Daily Out/Under-Performance
Portfolio return minus JOBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JOBY 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 JOBY 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