+34.7%
DIS vs IBIT
+54.0%
-19.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.1% | +3.6% | -0.8% |
| 7D | +5.7% | -5.9% | +11.6% | +6.5% |
| 30D | +12.7% | -11.3% | +23.9% | +14.4% |
| 3M | +15.2% | +17.1% | -1.9% | +12.4% |
| 6M | +17.6% | -7.0% | +24.6% | +18.2% |
| YTD | +3.8% | -13.3% | +17.2% | +4.8% |
| 1Y | +6.8% | -27.0% | +33.8% | +10.2% |
| All | +34.7% | +54.0% | -19.3% | +24.8% |
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