-29.9%
IBIT vs DOV
+15.4%
-45.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -4.1% |
| 7D | -6.2% | +3.4% | -9.6% | -7.1% |
| 30D | -14.4% | +8.8% | -23.2% | -16.1% |
| 3M | +12.5% | +0.9% | +11.5% | +12.3% |
| 6M | -11.9% | -2.8% | -9.0% | -11.4% |
| YTD | -18.7% | +8.1% | -26.8% | -20.7% |
| 1Y | -29.9% | +15.2% | -45.2% | -33.2% |
| All | -29.9% | +15.4% | -45.3% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling