+44.9%
DIA vs IBIT
+51.5%
-6.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.3% |
| 7D | +0.8% | -2.4% | +3.1% | +1.0% |
| 30D | +1.4% | -9.1% | +10.5% | +2.4% |
| 3M | -2.7% | +15.0% | -17.7% | -4.2% |
| 6M | +6.2% | -6.9% | +13.1% | +6.7% |
| YTD | +10.1% | -14.8% | +24.9% | +11.0% |
| 1Y | +13.0% | -28.1% | +41.1% | +15.7% |
| All | +44.9% | +51.5% | -6.6% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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