+51.6%
IBIT vs ZCMD
-100.0%
+151.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.6% | +0.2% | -4.4% |
| 7D | -6.2% | -2.9% | -3.3% | -6.2% |
| 30D | -14.4% | -28.5% | +14.1% | -14.0% |
| 3M | +12.5% | -56.5% | +69.0% | +13.6% |
| 6M | -11.9% | -99.7% | +87.8% | -9.6% |
| YTD | -18.7% | -99.9% | +81.2% | -16.5% |
| 1Y | -29.9% | -99.9% | +70.0% | -28.4% |
| All | +51.6% | -100.0% | +151.5% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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