+56.5%
IBIT vs ZS
-13.8%
+70.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.1% |
| 7D | -5.4% | -13.4% | +8.0% | -2.7% |
| 30D | -10.5% | -16.6% | +6.1% | -7.4% |
| 3M | +15.0% | +10.3% | +4.7% | +11.7% |
| 6M | -8.3% | +28.1% | -36.4% | -16.4% |
| YTD | -16.1% | -13.3% | -2.7% | -15.1% |
| 1Y | -30.8% | -40.7% | +10.0% | -22.5% |
| All | +56.5% | -13.8% | +70.3% | +50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 10y: compounded portfolio wealth divided by compounded ZS 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…
10y analysis · Full analysis span regression · 6 months rolling