+7.2%
DIS vs IBIT
-26.6%
+33.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +5.2% | -1.1% | +6.3% | +5.4% |
| 30D | +11.5% | -9.2% | +20.6% | +12.5% |
| 3M | +11.5% | +17.5% | -6.0% | +9.1% |
| 6M | +8.9% | -7.2% | +16.0% | +9.5% |
| YTD | +3.4% | -13.6% | +17.0% | +3.3% |
| 1Y | +7.2% | -25.1% | +32.3% | +7.1% |
| All | +7.2% | -26.6% | +33.8% | +7.1% |
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