+51.6%
IBIT vs SNAP
-69.8%
+121.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.2% | -4.1% |
| 7D | -6.2% | +2.6% | -8.8% | -6.6% |
| 30D | -14.4% | -19.6% | +5.2% | -11.4% |
| 3M | +12.5% | +0.4% | +12.1% | +11.9% |
| 6M | -11.9% | -5.9% | -5.9% | -12.1% |
| YTD | -18.7% | -35.3% | +16.6% | -15.0% |
| 1Y | -29.9% | -42.6% | +12.7% | -25.6% |
| All | +51.6% | -69.8% | +121.4% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 5y: compounded portfolio wealth divided by compounded SNAP 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…
5y analysis · Full analysis span regression · 6 months rolling