+69.8%
IBIT vs ZM
+48.3%
+21.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.7% | -3.4% |
| 7D | +3.0% | +2.9% | +0.1% | +2.1% |
| 30D | +23.1% | +0.7% | +22.4% | +22.4% |
| 3M | +25.6% | -3.7% | +29.3% | +26.5% |
| 6M | +9.1% | +29.9% | -20.7% | -3.6% |
| YTD | -8.9% | +17.4% | -26.3% | -16.8% |
| 1Y | -27.5% | +22.4% | -49.9% | -35.3% |
| All | +69.8% | +48.3% | +21.6% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling