+61.6%
IBIT vs DOCN
+94.5%
-32.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -15.9% | +10.8% | -2.7% |
| 7D | -5.9% | -29.3% | +23.4% | -1.0% |
| 30D | -11.3% | -46.0% | +34.8% | -3.2% |
| 3M | +17.1% | -43.2% | +60.3% | +25.8% |
| 6M | -7.0% | -53.7% | +46.7% | +1.9% |
| YTD | -13.3% | +46.9% | -60.3% | -26.5% |
| 1Y | -27.0% | +54.3% | -81.3% | -38.8% |
| All | +61.6% | +94.5% | -32.9% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 3y: compounded portfolio wealth divided by compounded DOCN 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…
3y analysis · Full analysis span regression · 6 months rolling