+58.9%
IBIT vs SAN
+225.3%
-166.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +6.1% | -7.4% | -3.5% |
| 7D | -2.4% | +8.7% | -11.1% | -5.4% |
| 30D | -9.1% | -6.5% | -2.6% | -7.1% |
| 3M | +15.0% | -14.2% | +29.2% | +20.9% |
| 6M | -6.9% | +2.7% | -9.6% | -8.3% |
| YTD | -14.8% | +8.9% | -23.6% | -18.1% |
| 1Y | -28.1% | +23.4% | -51.5% | -33.7% |
| All | +58.9% | +225.3% | -166.4% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling