+58.6%
IBIT vs DOCU
+42.9%
+15.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +0.7% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | -9.9% | +12.9% | -22.8% | -12.1% |
| 3M | +17.5% | +35.1% | -17.5% | +10.1% |
| 6M | -9.1% | +76.2% | -85.3% | -20.2% |
| YTD | -14.9% | +17.2% | -32.1% | -18.6% |
| 1Y | -27.6% | +16.4% | -44.0% | -30.6% |
| All | +58.6% | +42.9% | +15.7% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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