+69.8%
IBIT vs DOCN
+209.4%
-139.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -2.8% |
| 7D | +3.0% | +1.1% | +1.9% | +2.8% |
| 30D | +23.1% | -9.6% | +32.7% | +24.5% |
| 3M | +25.6% | -37.7% | +63.3% | +33.6% |
| 6M | +9.1% | +115.2% | -106.1% | -10.4% |
| YTD | -8.9% | +133.7% | -142.6% | -27.3% |
| 1Y | -27.5% | +250.2% | -277.6% | -47.4% |
| All | +69.8% | +209.4% | -139.6% | +19.4% |
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