+69.8%
IBIT vs SYF
+122.5%
-52.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.5% |
| 7D | +3.0% | +2.4% | +0.6% | +1.9% |
| 30D | +23.1% | +0.8% | +22.3% | +22.5% |
| 3M | +25.6% | +13.4% | +12.2% | +17.7% |
| 6M | +9.1% | +16.3% | -7.2% | +0.8% |
| YTD | -8.9% | -3.0% | -5.9% | -8.9% |
| 1Y | -27.5% | +5.7% | -33.2% | -30.6% |
| All | +69.8% | +122.5% | -52.6% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling