+49.6%
JNJ vs IBIT
-33.0%
+82.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +0.6% |
| 7D | +3.5% | -9.2% | +12.6% | +2.9% |
| 30D | +12.5% | -15.8% | +28.3% | +11.5% |
| 3M | +9.6% | +8.5% | +1.0% | +10.2% |
| 6M | +25.3% | -13.7% | +39.0% | +25.0% |
| YTD | +40.3% | -21.6% | +61.9% | +40.3% |
| 1Y | +49.6% | -30.0% | +79.6% | +49.4% |
| All | +49.6% | -33.0% | +82.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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