+46.2%
IBIT vs DPZ
-13.7%
+59.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.5% | -6.1% | -3.8% |
| 7D | -9.2% | +2.2% | -11.4% | -9.4% |
| 30D | -15.8% | +15.5% | -31.3% | -17.3% |
| 3M | +8.5% | -2.0% | +10.5% | +8.7% |
| 6M | -13.7% | +12.1% | -25.8% | -15.4% |
| YTD | -21.6% | -16.6% | -5.0% | -19.3% |
| 1Y | -30.0% | -14.6% | -15.4% | -28.3% |
| All | +46.2% | -13.7% | +59.9% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 5y: compounded portfolio wealth divided by compounded DPZ 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…
5y analysis · Full analysis span regression · 6 months rolling