+69.8%
IBIT vs ZS
-24.9%
+94.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.5% | +2.1% | -1.5% |
| 7D | +3.0% | -7.8% | +10.9% | +4.7% |
| 30D | +23.1% | +5.0% | +18.1% | +21.5% |
| 3M | +25.6% | +25.5% | 0.0% | +19.1% |
| 6M | +9.1% | +8.7% | +0.4% | +3.1% |
| YTD | -8.9% | -24.5% | +15.6% | -4.6% |
| 1Y | -27.5% | -36.7% | +9.2% | -20.5% |
| All | +69.8% | -24.9% | +94.7% | +69.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling