+66.7%
IBIT vs ZBH
-21.7%
+88.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.9% | +2.1% | -1.5% |
| 7D | +1.4% | -5.2% | +6.7% | +1.9% |
| 30D | +20.6% | -2.4% | +23.0% | +20.8% |
| 3M | +23.7% | +8.3% | +15.4% | +22.5% |
| 6M | +15.0% | +0.7% | +14.3% | +14.9% |
| YTD | -10.6% | +5.3% | -15.9% | -11.2% |
| 1Y | -30.3% | -9.1% | -21.2% | -29.4% |
| All | +66.7% | -21.7% | +88.4% | +70.4% |
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