-32.7%
IBIT vs TJX
-9.1%
-23.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.1% |
| 7D | -3.2% | -4.6% | +1.4% | -4.2% |
| 30D | +22.0% | -17.2% | +39.1% | +17.2% |
| 3M | +21.4% | -24.9% | +46.3% | +15.0% |
| 6M | +9.2% | -19.7% | +28.9% | +4.5% |
| YTD | -11.8% | -17.2% | +5.4% | -13.8% |
| 1Y | -32.7% | -9.4% | -23.3% | -30.2% |
| All | -32.7% | -9.1% | -23.6% | -30.2% |
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