+63.0%
ZETA vs IBB
+38.4%
+24.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.8% | +1.7% | +3.0% |
| 7D | +6.2% | +2.7% | +3.5% | +5.1% |
| 30D | -2.0% | +6.3% | -8.4% | -4.6% |
| 3M | +21.7% | +11.1% | +10.6% | +15.3% |
| 6M | +89.1% | +29.2% | +59.9% | +64.6% |
| YTD | +59.3% | +30.2% | +29.1% | +34.8% |
| All | +63.0% | +38.4% | +24.6% | +28.0% |
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