+46.2%
IBIT vs SYF
+102.0%
-55.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.9% |
| 7D | -9.2% | -2.0% | -7.2% | -8.4% |
| 30D | -15.8% | +1.2% | -17.0% | -16.3% |
| 3M | +8.5% | -9.4% | +17.9% | +13.1% |
| 6M | -13.7% | +4.4% | -18.1% | -16.3% |
| YTD | -21.6% | -11.9% | -9.7% | -18.3% |
| 1Y | -30.0% | -0.4% | -29.5% | -31.3% |
| All | +46.2% | +102.0% | -55.8% | -9.5% |
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