-30.0%
IBIT vs ZM
+18.3%
-48.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.7% | -3.8% |
| 7D | -9.2% | +11.0% | -20.2% | -10.5% |
| 30D | -15.8% | +5.6% | -21.4% | -16.4% |
| 3M | +8.5% | -9.1% | +17.7% | +9.2% |
| 6M | -13.7% | -2.6% | -11.1% | -13.5% |
| YTD | -21.6% | +15.7% | -37.2% | -23.8% |
| 1Y | -30.0% | +18.8% | -48.7% | -31.4% |
| All | -30.0% | +18.3% | -48.3% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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