+58.9%
IBIT vs SNPS
-8.0%
+66.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -2.2% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | -9.1% | -8.4% | -0.7% | -7.3% |
| 3M | +15.0% | +12.3% | +2.7% | +11.1% |
| 6M | -6.9% | -9.6% | +2.7% | -5.4% |
| YTD | -14.8% | -0.6% | -14.2% | -15.9% |
| 1Y | -28.1% | +18.7% | -46.8% | -31.8% |
| All | +58.9% | -8.0% | +66.9% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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