-20.7%
IBIT vs TJX
+4.8%
-25.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.2% | -2.3% | +3.3% |
| 7D | -1.8% | +4.6% | -6.4% | -1.4% |
| 30D | -6.7% | +7.7% | -14.4% | -6.1% |
| 3M | +24.6% | -7.8% | +32.4% | +21.6% |
| 6M | -0.2% | -5.8% | +5.6% | -2.2% |
| YTD | -8.7% | -4.9% | -3.8% | -8.8% |
| 1Y | -20.7% | +3.2% | -23.9% | -17.2% |
| All | -20.7% | +4.8% | -25.5% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TJX.
Daily Out/Under-Performance
Portfolio return minus TJX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TJX 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 TJX 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