-29.9%
IBIT vs SNPS
+15.5%
-45.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | -6.2% | +5.1% | -11.3% | -7.7% |
| 30D | -14.4% | -6.4% | -7.9% | -12.7% |
| 3M | +12.5% | +12.2% | +0.2% | +7.5% |
| 6M | -11.9% | -9.8% | -2.0% | -8.5% |
| YTD | -18.7% | -1.5% | -17.2% | -21.9% |
| 1Y | -29.9% | +16.0% | -45.9% | -38.8% |
| All | -29.9% | +15.5% | -45.4% | -38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling