+56.5%
IBIT vs ZBH
-10.6%
+67.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | -5.4% | +10.6% | -16.0% | -6.3% |
| 30D | -10.5% | +20.4% | -30.9% | -12.0% |
| 3M | +15.0% | +10.0% | +5.0% | +13.8% |
| 6M | -8.3% | +31.0% | -39.3% | -11.0% |
| YTD | -16.1% | +20.3% | -36.4% | -17.8% |
| 1Y | -30.8% | +22.2% | -53.0% | -32.3% |
| All | +56.5% | -10.6% | +67.1% | +57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling