-2.5%
IBIT vs SNDU
-33.0%
+30.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -11.4% | +7.9% | -3.0% |
| 7D | -9.2% | +9.0% | -18.1% | -9.7% |
| 30D | -15.8% | -67.4% | +51.7% | -12.6% |
| 3M | +8.5% | -75.6% | +84.2% | +13.1% |
| 6M | -13.7% | -84.0% | +70.3% | -13.8% |
| All | -2.5% | -33.0% | +30.5% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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