+84.5%
JNJ vs IBIT
+61.9%
+22.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.2% |
| 7D | +2.7% | +3.0% | -0.3% | +2.8% |
| 30D | +7.4% | +23.1% | -15.7% | +7.9% |
| 3M | +21.2% | +25.6% | -4.3% | +21.9% |
| 6M | +13.4% | +9.1% | +4.3% | +13.8% |
| YTD | +35.1% | -8.9% | +44.0% | +35.4% |
| 1Y | +57.4% | -27.5% | +84.9% | +57.4% |
| All | +84.5% | +61.9% | +22.6% | +85.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling