+9.1%
IBIT vs ZETA
+71.2%
-62.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.1% | +1.7% | -2.0% |
| 7D | +3.0% | +2.7% | +0.4% | +2.8% |
| 30D | +23.1% | +15.8% | +7.3% | +21.3% |
| 3M | +25.6% | +35.4% | -9.9% | +21.6% |
| 6M | +9.1% | +67.1% | -58.0% | +6.4% |
| All | +9.1% | +71.2% | -62.1% | +6.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling