-30.0%
IBIT vs DVN
+35.1%
-65.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.5% |
| 7D | -9.2% | +10.4% | -19.5% | -8.4% |
| 30D | -15.8% | -6.7% | -9.1% | -16.2% |
| 3M | +8.5% | +5.6% | +2.9% | +8.8% |
| 6M | -13.7% | +0.7% | -14.4% | -13.6% |
| YTD | -21.6% | +29.6% | -51.1% | -25.4% |
| 1Y | -30.0% | +36.3% | -66.3% | -32.5% |
| All | -30.0% | +35.1% | -65.0% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling