+66.3%
IBIT vs DOV
+33.9%
+32.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.7% |
| 7D | +1.1% | +1.3% | -0.2% | +0.4% |
| 30D | +22.2% | -8.6% | +30.9% | +28.1% |
| 3M | +26.0% | -13.1% | +39.2% | +35.0% |
| 6M | +13.2% | -8.8% | +22.0% | +17.0% |
| YTD | -10.8% | -1.2% | -9.6% | -12.4% |
| 1Y | -29.9% | +10.7% | -40.6% | -36.5% |
| All | +66.3% | +33.9% | +32.4% | +46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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