+51.6%
IBIT vs SYF
+100.4%
-48.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.2% |
| 7D | -6.2% | -3.3% | -3.0% | -4.8% |
| 30D | -14.4% | -2.2% | -12.2% | -13.6% |
| 3M | +12.5% | -9.3% | +21.8% | +17.2% |
| 6M | -11.9% | +2.1% | -13.9% | -13.6% |
| YTD | -18.7% | -12.6% | -6.1% | -15.0% |
| 1Y | -29.9% | -3.4% | -26.5% | -30.2% |
| All | +51.6% | +100.4% | -48.8% | -5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling