+69.8%
IBIT vs DOCS
-7.5%
+77.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.8% | +0.4% | -2.2% |
| 7D | +3.0% | -1.4% | +4.5% | +3.2% |
| 30D | +23.1% | +21.8% | +1.3% | +20.4% |
| 3M | +25.6% | +27.3% | -1.7% | +22.2% |
| 6M | +9.1% | -0.3% | +9.5% | +8.4% |
| YTD | -8.9% | -40.5% | +31.6% | -4.8% |
| 1Y | -27.5% | -61.5% | +34.1% | -20.4% |
| All | +69.8% | -7.5% | +77.4% | +64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling