+37.5%
DIS vs IBIT
+51.2%
-13.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.2% |
| 7D | +0.6% | -6.8% | +7.4% | +1.5% |
| 30D | +10.3% | -9.9% | +20.1% | +11.7% |
| 3M | +15.6% | +17.5% | -2.0% | +12.7% |
| 6M | +15.1% | -9.1% | +24.2% | +16.1% |
| YTD | +6.0% | -14.9% | +20.9% | +7.2% |
| 1Y | +5.7% | -27.6% | +33.3% | +9.3% |
| All | +37.5% | +51.2% | -13.7% | +27.7% |
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