+64.4%
IBIT vs DVN
+22.7%
+41.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -3.2% | +4.5% | -7.7% | -4.1% |
| 30D | +22.0% | +12.0% | +10.0% | +19.3% |
| 3M | +21.4% | +13.4% | +8.0% | +18.1% |
| 6M | +9.2% | +12.1% | -2.9% | +5.4% |
| YTD | -11.8% | +38.8% | -50.7% | -20.2% |
| 1Y | -32.7% | +46.0% | -78.7% | -40.3% |
| All | +64.4% | +22.7% | +41.6% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 10y: compounded portfolio wealth divided by compounded DVN 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…
10y analysis · Full analysis span regression · 6 months rolling