+56.5%
IBIT vs SYY
+11.7%
+44.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.6% | -1.4% |
| 7D | -5.4% | +4.7% | -10.1% | -5.8% |
| 30D | -10.5% | -0.7% | -9.8% | -10.6% |
| 3M | +15.0% | -6.8% | +21.8% | +15.8% |
| 6M | -8.3% | +8.6% | -16.9% | -9.6% |
| YTD | -16.1% | +8.4% | -24.5% | -17.5% |
| 1Y | -30.8% | +7.1% | -37.9% | -32.0% |
| All | +56.5% | +11.7% | +44.8% | +50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling