+21.0%
DIS vs IBIT
+61.9%
-40.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -2.6% | +3.0% | -5.6% | -3.0% |
| 30D | +3.5% | +23.1% | -19.6% | +0.5% |
| 3M | +6.8% | +25.6% | -18.7% | +3.2% |
| 6M | +3.0% | +9.1% | -6.2% | +1.3% |
| YTD | -6.7% | -8.9% | +2.2% | -6.4% |
| 1Y | -10.1% | -27.5% | +17.4% | -7.1% |
| All | +21.0% | +61.9% | -40.9% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling