+294.9%
ZETA vs IBB
+39.3%
+255.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.2% |
| 7D | +18.1% | -0.5% | +18.6% | +18.7% |
| 30D | +13.6% | +4.6% | +9.0% | +8.4% |
| 3M | +23.7% | +6.8% | +16.9% | +13.4% |
| 6M | +128.5% | +23.1% | +105.4% | +74.9% |
| YTD | +80.1% | +26.0% | +54.1% | +33.3% |
| 1Y | +98.0% | +30.4% | +67.6% | +40.2% |
| 3Y | +348.6% | +85.4% | +263.2% | +100.2% |
| All | +294.9% | +39.3% | +255.6% | +162.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling