+58.6%
IBIT vs SN
+358.0%
-299.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | -6.8% | +3.5% | -10.3% | -7.7% |
| 30D | -9.9% | +19.4% | -29.3% | -14.4% |
| 3M | +17.5% | +20.9% | -3.4% | +11.0% |
| 6M | -9.1% | +111.1% | -120.2% | -27.9% |
| YTD | -14.9% | +102.8% | -117.7% | -32.0% |
| 1Y | -27.6% | +146.2% | -173.8% | -45.7% |
| All | +58.6% | +358.0% | -299.4% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling