+66.7%
IBIT vs SYY
+14.0%
+52.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +1.4% | -2.8% | +4.2% | +1.8% |
| 30D | +20.6% | -5.3% | +25.9% | +21.4% |
| 3M | +23.7% | +5.1% | +18.6% | +22.8% |
| 6M | +15.0% | -5.0% | +20.0% | +15.4% |
| YTD | -10.6% | +10.7% | -21.3% | -12.2% |
| 1Y | -30.3% | +0.7% | -31.0% | -30.7% |
| All | +66.7% | +14.0% | +52.7% | +60.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling