-20.7%
IBIT vs ZBH
+11.3%
-32.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +13.5% | -10.6% | +3.2% |
| 7D | -1.8% | +14.3% | -16.0% | -1.5% |
| 30D | -6.7% | +20.3% | -26.9% | -6.1% |
| 3M | +24.6% | +15.3% | +9.3% | +24.9% |
| 6M | -0.2% | +33.9% | -34.1% | +1.6% |
| YTD | -8.7% | +23.5% | -32.2% | -6.9% |
| 1Y | -20.7% | +7.9% | -28.6% | -20.8% |
| All | -20.7% | +11.3% | -32.0% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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