-31.4%
IBIT vs ZBH
-7.4%
-24.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.2% |
| 7D | +1.1% | -4.9% | +6.1% | +0.6% |
| 30D | +22.2% | -3.2% | +25.5% | +21.8% |
| 3M | +26.0% | +5.8% | +20.2% | +26.8% |
| 6M | +13.2% | +2.0% | +11.2% | +13.8% |
| YTD | -10.8% | +5.8% | -16.6% | -9.5% |
| All | -31.4% | -7.4% | -24.0% | -30.8% |
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