+61.6%
IBIT vs DOCU
+40.7%
+20.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.0% | -3.1% | -4.7% |
| 7D | -5.9% | -3.2% | -2.6% | -5.3% |
| 30D | -11.3% | +15.7% | -26.9% | -13.9% |
| 3M | +17.1% | +37.3% | -20.2% | +9.3% |
| 6M | -7.0% | +63.1% | -70.1% | -17.0% |
| YTD | -13.3% | +15.4% | -28.7% | -16.8% |
| 1Y | -27.0% | +11.3% | -38.3% | -29.3% |
| All | +61.6% | +40.7% | +20.9% | +33.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling