+64.0%
IBIT vs TJX
+38.8%
+25.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -5.8% | -4.4% | -1.4% | -4.9% |
| 30D | +21.5% | -18.6% | +40.1% | +26.8% |
| 3M | +24.5% | -24.4% | +48.9% | +32.4% |
| 6M | +10.0% | -20.2% | +30.2% | +15.1% |
| YTD | -12.0% | -16.9% | +4.9% | -9.3% |
| 1Y | -32.3% | -8.5% | -23.8% | -33.5% |
| All | +64.0% | +38.8% | +25.2% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling