-44.7%
IONQ vs ZBH
+11.3%
-56.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +13.5% | -15.0% | +3.0% |
| 7D | -8.9% | +14.3% | -23.2% | -4.5% |
| 30D | -31.3% | +20.3% | -51.5% | -26.4% |
| 3M | -29.2% | +15.3% | -44.5% | -25.0% |
| 6M | -35.4% | +33.9% | -69.4% | -29.4% |
| YTD | -34.2% | +23.5% | -57.6% | -25.9% |
| 1Y | -44.7% | +7.9% | -52.6% | -38.8% |
| All | -44.7% | +11.3% | -56.0% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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