-44.9%
IONQ vs Z
-31.8%
-13.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -10.6% | +0.1% | -10.5% |
| 7D | -16.7% | -2.3% | -14.4% | -16.1% |
| 30D | -38.9% | +9.4% | -48.3% | -38.1% |
| 3M | -33.8% | -16.1% | -17.7% | -34.7% |
| 6M | -44.9% | -30.4% | -14.5% | -40.9% |
| All | -44.9% | -31.8% | -13.1% | -40.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling