+91.9%
IONQ vs Z
-56.4%
+148.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.5% | +4.5% | +2.8% |
| 7D | +16.7% | -6.5% | +23.1% | +21.1% |
| 30D | -12.3% | -0.1% | -12.2% | -14.4% |
| 3M | -17.7% | -14.1% | -3.6% | -13.7% |
| 6M | -28.9% | -30.1% | +1.1% | -15.9% |
| YTD | -22.0% | -57.5% | +35.5% | +32.9% |
| 1Y | -36.8% | -60.3% | +23.5% | +13.6% |
| 3Y | +228.2% | -21.0% | +249.3% | +233.6% |
| 5Y | +91.9% | -54.9% | +146.8% | +167.7% |
| All | +91.9% | -56.4% | +148.4% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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