+66.7%
IBIT vs ZBRA
+38.8%
+27.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.8% | +1.0% | -1.1% |
| 7D | +1.4% | +2.6% | -1.1% | +0.7% |
| 30D | +20.6% | -6.4% | +27.0% | +22.7% |
| 3M | +23.7% | +51.3% | -27.6% | +7.3% |
| 6M | +15.0% | +60.5% | -45.5% | -3.2% |
| YTD | -10.6% | +45.2% | -55.8% | -22.4% |
| 1Y | -30.3% | +12.3% | -42.7% | -34.0% |
| All | +66.7% | +38.8% | +27.9% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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