+56.5%
IBIT vs DOV
+48.3%
+8.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.3% |
| 7D | -5.4% | -0.7% | -4.6% | -5.1% |
| 30D | -10.5% | +12.3% | -22.7% | -15.8% |
| 3M | +15.0% | +1.2% | +13.9% | +14.1% |
| 6M | -8.3% | -3.1% | -5.2% | -7.5% |
| YTD | -16.1% | +9.4% | -25.4% | -21.9% |
| 1Y | -30.8% | +17.6% | -48.4% | -38.8% |
| All | +56.5% | +48.3% | +8.2% | +30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling