+51.6%
IBIT vs SN
+344.3%
-292.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.0% | -1.5% | -3.6% |
| 7D | -6.2% | +1.4% | -7.6% | -6.6% |
| 30D | -14.4% | +16.6% | -31.0% | -18.1% |
| 3M | +12.5% | +18.3% | -5.8% | +6.9% |
| 6M | -11.9% | +103.1% | -114.9% | -29.3% |
| YTD | -18.7% | +96.7% | -115.4% | -34.5% |
| 1Y | -29.9% | +134.3% | -164.3% | -46.7% |
| All | +51.6% | +344.3% | -292.7% | -11.6% |
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