-29.7%
IBIT vs ZTS
-30.1%
+0.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.7% | -5.0% | -1.5% |
| 7D | -2.4% | -1.0% | -1.3% | -2.1% |
| 30D | -9.1% | +10.8% | -19.9% | -9.2% |
| 3M | +15.0% | +14.1% | +0.9% | +14.6% |
| 6M | -6.9% | +0.8% | -7.6% | -6.5% |
| YTD | -14.8% | -33.1% | +18.3% | -9.5% |
| All | -29.7% | -30.1% | +0.4% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 1y: compounded portfolio wealth divided by compounded ZTS 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…
1y analysis · Full analysis span regression · 6 months rolling