-32.7%
IBIT vs SNY
-4.5%
-28.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.2% | -3.3% | +0.1% | -3.2% |
| 30D | +22.0% | -2.2% | +24.1% | +22.0% |
| 3M | +21.4% | -3.0% | +24.5% | +21.2% |
| 6M | +9.2% | +2.7% | +6.5% | +8.7% |
| YTD | -11.8% | -6.8% | -5.0% | -12.0% |
| 1Y | -32.7% | -5.3% | -27.4% | -34.1% |
| All | -32.7% | -4.5% | -28.2% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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