-27.6%
IBIT vs SYY
+6.5%
-34.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.4% |
| 7D | -6.8% | 0.0% | -6.8% | -6.8% |
| 30D | -9.9% | -2.2% | -7.6% | -10.0% |
| 3M | +17.5% | -8.0% | +25.6% | +17.9% |
| 6M | -9.1% | +7.5% | -16.6% | -10.0% |
| YTD | -14.9% | +7.4% | -22.4% | -12.8% |
| 1Y | -27.6% | +4.9% | -32.5% | -28.0% |
| All | -27.6% | +6.5% | -34.1% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling