+112.1%
SOFI vs IBIT
+58.5%
+53.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -2.9% | +1.1% | -4.0% | -3.4% |
| 30D | -4.4% | +22.2% | -26.6% | -13.4% |
| 3M | +5.2% | +26.0% | -20.8% | -6.2% |
| 6M | -7.8% | +13.2% | -21.0% | -13.5% |
| YTD | -33.8% | -10.8% | -23.0% | -31.2% |
| 1Y | -33.3% | -29.9% | -3.3% | -22.9% |
| All | +112.1% | +58.5% | +53.6% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling