+66.7%
IBIT vs TD
+116.0%
-49.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.4% |
| 7D | +1.4% | +0.9% | +0.6% | +1.0% |
| 30D | +20.6% | -0.7% | +21.3% | +20.9% |
| 3M | +23.7% | +6.3% | +17.4% | +18.8% |
| 6M | +15.0% | +27.9% | -12.9% | -1.9% |
| YTD | -10.6% | +29.8% | -40.4% | -24.1% |
| 1Y | -30.3% | +63.7% | -94.0% | -47.7% |
| All | +66.7% | +116.0% | -49.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 5y: compounded portfolio wealth divided by compounded TD 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…
5y analysis · Full analysis span regression · 6 months rolling