+66.3%
IBIT vs ZCMD
-100.0%
+166.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.0% | -4.2% | -0.3% |
| 7D | +1.1% | -4.1% | +5.3% | +1.2% |
| 30D | +22.2% | -22.7% | +45.0% | +22.6% |
| 3M | +26.0% | -62.5% | +88.5% | +24.4% |
| 6M | +13.2% | -99.5% | +112.6% | +15.2% |
| YTD | -10.8% | -99.7% | +88.9% | -9.1% |
| 1Y | -29.9% | -99.9% | +70.0% | -29.4% |
| All | +66.3% | -100.0% | +166.3% | +70.2% |
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