+7.7%
DIS vs IBIT
-29.8%
+37.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.2% |
| 7D | +5.3% | -2.4% | +7.7% | +5.6% |
| 30D | +10.2% | -9.1% | +19.3% | +11.3% |
| 3M | +13.5% | +15.0% | -1.5% | +11.4% |
| 6M | +11.1% | -6.9% | +18.0% | +11.7% |
| YTD | +5.5% | -14.8% | +20.3% | +5.4% |
| All | +7.7% | -29.8% | +37.5% | +7.4% |
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