+121.9%
JPM vs IBIT
+61.9%
+60.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.5% | -0.6% |
| 7D | +0.3% | +3.0% | -2.7% | -0.1% |
| 30D | -0.2% | +23.1% | -23.3% | -3.1% |
| 3M | +15.9% | +25.6% | -9.7% | +12.0% |
| 6M | +20.9% | +9.1% | +11.8% | +19.0% |
| YTD | +12.9% | -8.9% | +21.8% | +13.2% |
| 1Y | +20.3% | -27.5% | +47.8% | +24.1% |
| All | +121.9% | +61.9% | +60.1% | +104.6% |
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