+66.3%
IBIT vs ZS
-26.5%
+92.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.7% |
| 7D | +1.1% | -3.8% | +5.0% | +1.9% |
| 30D | +22.2% | -6.0% | +28.2% | +23.4% |
| 3M | +26.0% | +32.0% | -6.0% | +18.2% |
| 6M | +13.2% | +2.1% | +11.0% | +8.7% |
| YTD | -10.8% | -26.2% | +15.4% | -6.2% |
| 1Y | -29.9% | -41.2% | +11.2% | -21.8% |
| All | +66.3% | -26.5% | +92.8% | +66.3% |
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