+46.2%
IBIT vs ZCMD
-100.0%
+146.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.5% |
| 7D | -9.2% | -7.7% | -1.5% | -9.1% |
| 30D | -15.8% | -34.8% | +19.0% | -15.3% |
| 3M | +8.5% | -56.3% | +64.8% | +9.6% |
| 6M | -13.7% | -99.7% | +86.0% | -11.4% |
| YTD | -21.6% | -99.9% | +78.3% | -19.4% |
| 1Y | -30.0% | -99.9% | +70.0% | -28.3% |
| All | +46.2% | -100.0% | +146.2% | +50.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling