+20.3%
JPM vs IBIT
-28.1%
+48.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.7% |
| 7D | +0.3% | +3.0% | -2.7% | 0.0% |
| 30D | -0.2% | +23.1% | -23.3% | -2.5% |
| 3M | +15.9% | +25.6% | -9.7% | +12.8% |
| 6M | +20.9% | +9.1% | +11.8% | +19.3% |
| YTD | +12.9% | -8.9% | +21.8% | +11.6% |
| 1Y | +20.3% | -27.5% | +47.8% | +23.0% |
| All | +20.3% | -28.1% | +48.4% | +23.0% |
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