+66.3%
IBIT vs SYK
-8.5%
+74.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +1.1% | -11.8% | +12.9% | +3.3% |
| 30D | +22.2% | -20.4% | +42.6% | +27.1% |
| 3M | +26.0% | -12.1% | +38.1% | +27.8% |
| 6M | +13.2% | -24.3% | +37.5% | +20.5% |
| YTD | -10.8% | -21.2% | +10.4% | -6.7% |
| 1Y | -29.9% | -29.2% | -0.8% | -23.3% |
| All | +66.3% | -8.5% | +74.8% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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