-32.7%
IBIT vs TDG
-11.6%
-21.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -3.2% | -1.9% | -1.4% | -3.0% |
| 30D | +22.0% | -7.7% | +29.7% | +23.1% |
| 3M | +21.4% | -9.3% | +30.7% | +22.6% |
| 6M | +9.2% | -9.4% | +18.6% | +9.6% |
| YTD | -11.8% | -14.3% | +2.4% | -10.6% |
| 1Y | -32.7% | -11.8% | -20.9% | -31.3% |
| All | -32.7% | -11.6% | -21.1% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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