-20.7%
IBIT vs TGT
+86.7%
-107.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.6% | -2.7% | +2.1% |
| 7D | -1.8% | +9.5% | -11.2% | -3.1% |
| 30D | -6.7% | +6.6% | -13.3% | -7.6% |
| 3M | +24.6% | +11.0% | +13.6% | +22.7% |
| 6M | -0.2% | +29.9% | -30.0% | -4.5% |
| YTD | -8.7% | +71.4% | -80.2% | -17.8% |
| 1Y | -20.7% | +88.6% | -109.3% | -29.8% |
| All | -20.7% | +86.7% | -107.5% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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