+88.7%
SOFI vs IBIT
+39.4%
+49.4%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | +0.4% |
| 7D | -4.9% | -9.2% | +4.3% | -0.2% |
| 30D | +8.4% | -15.8% | +24.2% | +18.3% |
| 3M | -16.3% | +8.5% | -24.9% | -19.6% |
| 6M | +0.7% | -13.7% | +14.4% | +7.8% |
| YTD | -41.1% | -21.6% | -19.5% | -34.7% |
| 1Y | -45.7% | -30.0% | -15.7% | -36.7% |
| All | +88.7% | +39.4% | +49.4% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling