+58.9%
IBIT vs SN
+363.2%
-304.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.9% | -4.2% | -2.1% |
| 7D | -2.4% | +7.6% | -10.0% | -4.4% |
| 30D | -9.1% | +24.1% | -33.2% | -14.5% |
| 3M | +15.0% | +23.7% | -8.7% | +7.9% |
| 6M | -6.9% | +105.5% | -112.4% | -25.6% |
| YTD | -14.8% | +105.1% | -119.9% | -32.1% |
| 1Y | -28.1% | +148.3% | -176.4% | -46.2% |
| All | +58.9% | +363.2% | -304.3% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling