+69.8%
IBIT vs DOC
+22.8%
+47.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.6% | -2.0% |
| 7D | +3.0% | -1.5% | +4.5% | +3.4% |
| 30D | +23.1% | -4.8% | +27.9% | +24.5% |
| 3M | +25.6% | +6.9% | +18.7% | +23.5% |
| 6M | +9.1% | +20.7% | -11.6% | +3.9% |
| YTD | -8.9% | +34.1% | -43.1% | -15.8% |
| 1Y | -27.5% | +22.6% | -50.1% | -31.3% |
| All | +69.8% | +22.8% | +47.0% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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