+69.8%
IBIT vs DOCU
+22.0%
+47.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.1% | -3.2% |
| 7D | +3.0% | +6.9% | -3.9% | +1.6% |
| 30D | +23.1% | +19.0% | +4.1% | +18.6% |
| 3M | +25.6% | +34.3% | -8.7% | +17.3% |
| 6M | +9.1% | +48.0% | -38.9% | -1.1% |
| YTD | -8.9% | 0.0% | -8.9% | -9.8% |
| 1Y | -27.5% | -10.3% | -17.2% | -26.5% |
| All | +69.8% | +22.0% | +47.9% | +45.0% |
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