+8.3%
DIS vs IBIT
-23.0%
+31.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.3% | +3.9% |
| 7D | +9.1% | -1.8% | +10.8% | +9.3% |
| 30D | +14.8% | -6.7% | +21.5% | +15.5% |
| 3M | +21.2% | +24.6% | -3.4% | +17.8% |
| 6M | +18.3% | -0.2% | +18.5% | +18.1% |
| YTD | +5.4% | -8.7% | +14.1% | +4.6% |
| 1Y | +8.3% | -20.7% | +29.0% | +7.6% |
| All | +8.3% | -23.0% | +31.3% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling