-45.7%
SOFI vs IBIT
-33.0%
-12.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | +0.7% |
| 7D | -4.9% | -9.2% | +4.3% | +0.7% |
| 30D | +8.4% | -15.8% | +24.2% | +20.2% |
| 3M | -16.3% | +8.5% | -24.9% | -20.1% |
| 6M | +0.7% | -13.7% | +14.4% | +9.0% |
| YTD | -41.1% | -21.6% | -19.5% | -34.1% |
| 1Y | -45.7% | -30.0% | -15.7% | -35.6% |
| All | -45.7% | -33.0% | -12.7% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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