+61.0%
IBIT vs ZETA
+238.0%
-177.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.6% | -1.3% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | -9.2% | -8.0% | -1.1% | -7.8% |
| 3M | +17.5% | +21.4% | -3.9% | +13.1% |
| 6M | -7.2% | +80.1% | -87.3% | -18.1% |
| YTD | -13.6% | +52.5% | -66.1% | -22.2% |
| 1Y | -25.1% | +58.5% | -83.6% | -33.2% |
| All | +61.0% | +238.0% | -177.0% | +11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling