-20.7%
IBIT vs ZETA
+84.8%
-105.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | +2.4% |
| 7D | -1.8% | -5.0% | +3.2% | -0.7% |
| 30D | -6.7% | -3.3% | -3.3% | -6.0% |
| 3M | +24.6% | +31.0% | -6.4% | +17.6% |
| 6M | -0.2% | +72.2% | -72.3% | -12.4% |
| YTD | -8.7% | +56.2% | -64.9% | -20.8% |
| 1Y | -20.7% | +90.3% | -111.0% | -34.9% |
| All | -20.7% | +84.8% | -105.5% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 1y: compounded portfolio wealth divided by compounded ZETA 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…
1y analysis · Full analysis span regression · 6 months rolling