-29.9%
IBIT vs SAN
+13.0%
-42.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.8% | -1.6% | -3.3% |
| 7D | -6.2% | +1.0% | -7.2% | -6.6% |
| 30D | -14.4% | -9.4% | -5.0% | -11.0% |
| 3M | +12.5% | -17.1% | +29.6% | +21.0% |
| 6M | -11.9% | +2.2% | -14.0% | -13.5% |
| YTD | -18.7% | +6.0% | -24.7% | -22.1% |
| 1Y | -29.9% | +12.7% | -42.6% | -34.1% |
| All | -29.9% | +13.0% | -42.9% | -34.1% |
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