-27.0%
IBIT vs DOCS
-49.5%
+22.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.3% | -0.8% | -4.9% |
| 7D | -5.9% | -1.3% | -4.5% | -5.8% |
| 30D | -11.3% | +19.4% | -30.7% | -11.7% |
| 3M | +17.1% | +53.4% | -36.3% | +16.1% |
| 6M | -7.0% | +28.8% | -35.8% | -7.4% |
| YTD | -13.3% | -25.1% | +11.7% | -18.2% |
| 1Y | -27.0% | -48.1% | +21.2% | -33.2% |
| All | -27.0% | -49.5% | +22.5% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling