+56.5%
IBIT vs DOCS
+13.8%
+42.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.4% |
| 7D | -5.4% | -0.6% | -4.8% | -5.3% |
| 30D | -10.5% | +6.3% | -16.8% | -11.0% |
| 3M | +15.0% | +26.5% | -11.4% | +12.5% |
| 6M | -8.3% | +24.8% | -33.1% | -10.8% |
| YTD | -16.1% | -26.8% | +10.7% | -14.0% |
| 1Y | -30.8% | -38.3% | +7.5% | -27.7% |
| All | +56.5% | +13.8% | +42.8% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling