+252.6%
ZETA vs IBB
+33.8%
+218.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.1% |
| 7D | +2.7% | +1.4% | +1.2% | +1.0% |
| 30D | +15.8% | +10.5% | +5.3% | +2.8% |
| 3M | +35.4% | +23.6% | +11.8% | +5.3% |
| 6M | +67.1% | +22.6% | +44.5% | +29.8% |
| YTD | +54.1% | +25.7% | +28.4% | +15.6% |
| 1Y | +67.8% | +51.4% | +16.4% | +0.6% |
| 3Y | +311.4% | +64.4% | +247.0% | +121.8% |
| 5Y | +324.8% | +22.1% | +302.6% | +211.5% |
| All | +252.6% | +33.8% | +218.9% | +143.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling