+61.6%
IBIT vs SNPS
-13.2%
+74.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.9% | -0.2% | -3.9% |
| 7D | -5.9% | -10.2% | +4.3% | -3.4% |
| 30D | -11.3% | -12.8% | +1.6% | -8.3% |
| 3M | +17.1% | +9.9% | +7.3% | +13.8% |
| 6M | -7.0% | -12.4% | +5.4% | -4.8% |
| YTD | -13.3% | -6.3% | -7.1% | -13.3% |
| 1Y | -27.0% | +7.6% | -34.6% | -29.1% |
| All | +61.6% | -13.2% | +74.8% | +49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling