-20.7%
IBIT vs SYF
+4.2%
-24.9%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.2% | +3.1% | +3.0% |
| 7D | -1.8% | -0.4% | -1.3% | -1.6% |
| 30D | -6.7% | +4.4% | -11.0% | -8.1% |
| 3M | +24.6% | -4.7% | +29.3% | +26.4% |
| 6M | -0.2% | +1.9% | -2.1% | -1.6% |
| YTD | -8.7% | -8.9% | +0.2% | -9.5% |
| 1Y | -20.7% | +4.1% | -24.8% | -25.7% |
| All | -20.7% | +4.2% | -24.9% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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