+61.0%
IBIT vs DOV
+42.6%
+18.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.7% |
| 7D | -1.1% | -1.9% | +0.8% | -0.2% |
| 30D | -9.2% | +8.3% | -17.4% | -12.9% |
| 3M | +17.5% | -3.1% | +20.6% | +19.3% |
| 6M | -7.2% | -9.8% | +2.6% | -2.5% |
| YTD | -13.6% | +5.2% | -18.8% | -18.0% |
| 1Y | -25.1% | +15.3% | -40.4% | -33.2% |
| All | +61.0% | +42.6% | +18.5% | +36.8% |
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