+66.7%
IBIT vs SYF
+118.8%
-52.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.1% |
| 7D | +1.4% | +2.6% | -1.2% | +0.3% |
| 30D | +20.6% | 0.0% | +20.6% | +20.4% |
| 3M | +23.7% | +11.9% | +11.8% | +16.6% |
| 6M | +15.0% | +18.9% | -3.9% | +5.1% |
| YTD | -10.6% | -4.6% | -6.0% | -9.9% |
| 1Y | -30.3% | +6.4% | -36.7% | -33.6% |
| All | +66.7% | +118.8% | -52.2% | -0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling