+58.9%
IBIT vs ZETA
+253.2%
-194.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.8% | -2.1% |
| 7D | -2.4% | +6.2% | -8.6% | -3.5% |
| 30D | -9.1% | -2.0% | -7.1% | -8.8% |
| 3M | +15.0% | +21.7% | -6.7% | +10.6% |
| 6M | -6.9% | +89.1% | -96.0% | -18.6% |
| YTD | -14.8% | +59.3% | -74.1% | -23.9% |
| 1Y | -28.1% | +66.2% | -94.3% | -36.4% |
| All | +58.9% | +253.2% | -194.2% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling