+69.8%
IBIT vs DVN
+17.4%
+52.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.1% |
| 7D | +3.0% | +1.5% | +1.5% | +2.7% |
| 30D | +23.1% | +14.2% | +8.9% | +19.9% |
| 3M | +25.6% | +5.2% | +20.3% | +24.0% |
| 6M | +9.1% | +11.9% | -2.7% | +4.9% |
| YTD | -8.9% | +32.8% | -41.7% | -16.8% |
| 1Y | -27.5% | +38.6% | -66.0% | -34.9% |
| All | +69.8% | +17.4% | +52.4% | +63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling