+69.8%
IBIT vs TDG
+29.2%
+40.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.5% |
| 7D | +3.0% | -2.0% | +5.0% | +3.5% |
| 30D | +23.1% | -7.4% | +30.5% | +24.9% |
| 3M | +25.6% | -5.4% | +30.9% | +26.4% |
| 6M | +9.1% | -11.6% | +20.8% | +11.5% |
| YTD | -8.9% | -12.6% | +3.7% | -6.9% |
| 1Y | -27.5% | -9.3% | -18.1% | -26.6% |
| All | +69.8% | +29.2% | +40.7% | +110.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling