+69.8%
IBIT vs ZCMD
-100.0%
+169.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.7% | +1.3% | -2.4% |
| 7D | +3.0% | -8.0% | +11.0% | +3.1% |
| 30D | +23.1% | -27.9% | +51.0% | +23.6% |
| 3M | +25.6% | -74.6% | +100.2% | +24.7% |
| 6M | +9.1% | -99.5% | +108.6% | +11.1% |
| YTD | -8.9% | -99.7% | +90.8% | -7.2% |
| 1Y | -27.5% | -99.9% | +72.4% | -26.7% |
| All | +69.8% | -100.0% | +169.8% | +73.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling