+66.3%
IBIT vs ZBH
-21.4%
+87.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.3% |
| 7D | +1.1% | -4.9% | +6.1% | +1.6% |
| 30D | +22.2% | -3.2% | +25.5% | +22.5% |
| 3M | +26.0% | +5.8% | +20.2% | +25.2% |
| 6M | +13.2% | +2.0% | +11.2% | +13.0% |
| YTD | -10.8% | +5.8% | -16.6% | -11.5% |
| 1Y | -29.9% | -7.9% | -22.0% | -29.2% |
| All | +66.3% | -21.4% | +87.7% | +70.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling