-27.5%
IBIT vs SAN
+58.9%
-86.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +3.0% | +1.8% | +1.3% | +2.3% |
| 30D | +23.1% | +2.0% | +21.1% | +22.1% |
| 3M | +25.6% | +19.7% | +5.8% | +16.5% |
| 6M | +9.1% | +30.6% | -21.5% | -2.7% |
| YTD | -8.9% | +28.8% | -37.8% | -18.1% |
| 1Y | -27.5% | +57.8% | -85.2% | -35.0% |
| All | -27.5% | +58.9% | -86.4% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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