+66.7%
IBIT vs SAN
+283.2%
-216.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | +1.4% | +3.3% | -1.9% | +0.3% |
| 30D | +20.6% | +1.1% | +19.5% | +20.2% |
| 3M | +23.7% | +22.2% | +1.5% | +15.0% |
| 6M | +15.0% | +36.0% | -21.0% | +2.6% |
| YTD | -10.6% | +28.2% | -38.8% | -18.6% |
| 1Y | -30.3% | +54.1% | -84.4% | -40.3% |
| All | +66.7% | +283.2% | -216.5% | +8.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling