+45.8%
DIA vs IBIT
+58.9%
-13.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.7% | -0.9% |
| 7D | +0.1% | +1.4% | -1.4% | -0.1% |
| 30D | -2.1% | +20.6% | -22.7% | -4.0% |
| 3M | +4.2% | +23.7% | -19.5% | +1.8% |
| 6M | +11.9% | +15.0% | -3.1% | +10.0% |
| YTD | +10.8% | -10.6% | +21.4% | +11.2% |
| 1Y | +17.5% | -30.3% | +47.8% | +20.5% |
| All | +45.8% | +58.9% | -13.0% | +38.5% |
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