+61.0%
IBIT vs ZTS
-58.1%
+119.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | +0.2% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | -9.2% | +11.7% | -20.9% | -10.9% |
| 3M | +17.5% | +3.5% | +14.1% | +16.7% |
| 6M | -7.2% | -27.6% | +20.5% | -0.9% |
| YTD | -13.6% | -35.5% | +21.8% | -5.0% |
| 1Y | -25.1% | -32.1% | +7.0% | -18.9% |
| All | +61.0% | -58.1% | +119.1% | +96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling