+46.2%
IBIT vs SNPS
-10.3%
+56.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -3.1% |
| 7D | -9.2% | +1.1% | -10.2% | -9.4% |
| 30D | -15.8% | -5.2% | -10.6% | -14.8% |
| 3M | +8.5% | +10.6% | -2.0% | +5.3% |
| 6M | -13.7% | -10.6% | -3.1% | -12.1% |
| YTD | -21.6% | -3.1% | -18.5% | -22.2% |
| 1Y | -30.0% | +15.6% | -45.5% | -33.1% |
| All | +46.2% | -10.3% | +56.5% | +33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling