+66.3%
IBIT vs SYY
+16.5%
+49.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.5% |
| 7D | +1.1% | -0.2% | +1.4% | +1.2% |
| 30D | +22.2% | -2.7% | +25.0% | +22.7% |
| 3M | +26.0% | +5.9% | +20.2% | +25.0% |
| 6M | +13.2% | -2.3% | +15.5% | +13.2% |
| YTD | -10.8% | +13.1% | -23.9% | -12.7% |
| 1Y | -29.9% | +3.8% | -33.7% | -30.6% |
| All | +66.3% | +16.5% | +49.8% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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