+66.7%
IBIT vs TJX
+41.6%
+25.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TJX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.4% |
| 7D | +1.4% | -3.3% | +4.7% | +2.1% |
| 30D | +20.6% | -19.9% | +40.5% | +26.5% |
| 3M | +23.7% | -19.0% | +42.7% | +29.2% |
| 6M | +15.0% | -18.6% | +33.6% | +19.8% |
| YTD | -10.6% | -15.3% | +4.7% | -8.2% |
| 1Y | -30.3% | -7.3% | -23.0% | -31.6% |
| All | +66.7% | +41.6% | +25.1% | +29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling