+66.7%
IBIT vs DOV
+36.2%
+30.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.8% | -2.4% |
| 7D | +1.4% | +2.5% | -1.1% | +0.1% |
| 30D | +20.6% | -7.5% | +28.1% | +25.6% |
| 3M | +23.7% | -9.7% | +33.4% | +29.6% |
| 6M | +15.0% | -6.1% | +21.1% | +16.9% |
| YTD | -10.6% | +0.5% | -11.1% | -13.0% |
| 1Y | -30.3% | +10.5% | -40.8% | -36.5% |
| All | +66.7% | +36.2% | +30.5% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling