+9.1%
JPM vs IBIT
-32.1%
+41.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.3% | +0.4% |
| 7D | +1.6% | -6.2% | +7.8% | +2.4% |
| 30D | +3.4% | -14.4% | +17.8% | +5.2% |
| 3M | -5.7% | +12.5% | -18.1% | -7.1% |
| 6M | +13.5% | -11.9% | +25.4% | +15.3% |
| YTD | +8.4% | -18.7% | +27.2% | +8.0% |
| 1Y | +9.1% | -29.9% | +39.0% | +9.8% |
| All | +9.1% | -32.1% | +41.2% | +9.8% |
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