+66.3%
IBIT vs TGT
+20.4%
+45.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.4% |
| 7D | +1.1% | -3.6% | +4.7% | +1.8% |
| 30D | +22.2% | +4.4% | +17.8% | +21.3% |
| 3M | +26.0% | +25.4% | +0.7% | +20.5% |
| 6M | +13.2% | +33.4% | -20.2% | +6.5% |
| YTD | -10.8% | +65.6% | -76.4% | -19.6% |
| 1Y | -29.9% | +80.3% | -110.2% | -38.0% |
| All | +66.3% | +20.4% | +45.9% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling