+66.3%
IBIT vs TDG
+25.1%
+41.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.1% |
| 7D | +1.1% | -2.4% | +3.6% | +1.7% |
| 30D | +22.2% | -8.0% | +30.2% | +24.2% |
| 3M | +26.0% | -10.5% | +36.5% | +28.5% |
| 6M | +13.2% | -11.9% | +25.1% | +15.5% |
| YTD | -10.8% | -15.4% | +4.6% | -8.2% |
| 1Y | -29.9% | -14.2% | -15.7% | -28.2% |
| All | +66.3% | +25.1% | +41.2% | +107.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling