+37.0%
DIS vs IBIT
+49.2%
-12.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | +4.4% | -5.4% | +9.8% | +5.2% |
| 30D | +10.3% | -10.5% | +20.8% | +11.9% |
| 3M | +15.5% | +15.0% | +0.5% | +13.0% |
| 6M | +11.2% | -8.3% | +19.5% | +12.0% |
| YTD | +5.6% | -16.1% | +21.6% | +7.0% |
| 1Y | +7.7% | -30.8% | +38.5% | +12.1% |
| All | +37.0% | +49.2% | -12.2% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling