-29.9%
IBIT vs ZM
+12.7%
-42.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.2% |
| 7D | +1.1% | +0.3% | +0.8% | +1.1% |
| 30D | +22.2% | -10.3% | +32.5% | +23.8% |
| 3M | +26.0% | -0.7% | +26.7% | +26.0% |
| 6M | +13.2% | +24.8% | -11.6% | +6.6% |
| YTD | -10.8% | +11.5% | -22.3% | -13.6% |
| 1Y | -29.9% | +12.3% | -42.3% | -30.9% |
| All | -29.9% | +12.7% | -42.7% | -30.9% |
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