-19.0%
IBIT vs ZYBT
-58.1%
+39.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.9% |
| 7D | +1.4% | -4.2% | +5.7% | +1.5% |
| 30D | +20.6% | -16.4% | +37.0% | +20.7% |
| 3M | +23.7% | +82.9% | -59.2% | +21.3% |
| 6M | +15.0% | +110.7% | -95.7% | +11.5% |
| YTD | -10.6% | +37.4% | -48.0% | -12.5% |
| 1Y | -30.3% | -80.6% | +50.3% | -30.1% |
| All | -19.0% | -58.1% | +39.1% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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