+65.8%
ZETA vs IBB
+45.6%
+20.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -0.4% |
| 7D | -2.4% | -1.7% | -0.8% | -1.4% |
| 30D | +15.6% | +4.9% | +10.7% | +11.5% |
| 3M | +41.5% | +24.2% | +17.3% | +20.4% |
| 6M | +63.4% | +23.8% | +39.6% | +37.6% |
| YTD | +51.3% | +23.0% | +28.3% | +25.9% |
| 1Y | +65.8% | +46.2% | +19.6% | +9.8% |
| All | +65.8% | +45.6% | +20.2% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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