+66.7%
IBIT vs ZS
-28.3%
+95.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.8% | -0.9% |
| 7D | +1.4% | -9.2% | +10.7% | +3.4% |
| 30D | +20.6% | -4.0% | +24.6% | +21.2% |
| 3M | +23.7% | +25.3% | -1.6% | +17.3% |
| 6M | +15.0% | -1.3% | +16.3% | +11.4% |
| YTD | -10.6% | -28.0% | +17.4% | -5.5% |
| 1Y | -30.3% | -42.5% | +12.2% | -21.8% |
| All | +66.7% | -28.3% | +95.0% | +67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling