+66.7%
IBIT vs TGT
+24.4%
+42.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.7% |
| 7D | +1.4% | -0.6% | +2.1% | +1.6% |
| 30D | +20.6% | +9.5% | +11.1% | +18.6% |
| 3M | +23.7% | +32.3% | -8.6% | +17.0% |
| 6M | +15.0% | +37.0% | -22.0% | +7.7% |
| YTD | -10.6% | +71.0% | -81.6% | -19.9% |
| 1Y | -30.3% | +85.0% | -115.3% | -38.6% |
| All | +66.7% | +24.4% | +42.3% | +50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling