+61.0%
IBIT vs SAN
+206.5%
-145.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.5% |
| 7D | -1.1% | +4.9% | -6.0% | -2.8% |
| 30D | -9.2% | -13.0% | +3.8% | -4.7% |
| 3M | +17.5% | -18.9% | +36.4% | +26.2% |
| 6M | -7.2% | -4.1% | -3.0% | -6.3% |
| YTD | -13.6% | +2.6% | -16.2% | -15.2% |
| 1Y | -25.1% | +16.9% | -42.0% | -29.5% |
| All | +61.0% | +206.5% | -145.5% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling