+61.6%
IBIT vs SN
+338.2%
-276.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.0% | -4.1% | -4.8% |
| 7D | -5.9% | +3.8% | -9.7% | -6.8% |
| 30D | -11.3% | +17.5% | -28.8% | -15.3% |
| 3M | +17.1% | +19.2% | -2.1% | +11.0% |
| 6M | -7.0% | +84.9% | -92.0% | -23.3% |
| YTD | -13.3% | +94.0% | -107.4% | -29.9% |
| 1Y | -27.0% | +151.3% | -178.3% | -45.7% |
| All | +61.6% | +338.2% | -276.6% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling