+214.7%
IONQ vs ZBH
+5.8%
+208.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +8.3% |
| 7D | +25.5% | +11.3% | +14.2% | +25.6% |
| 30D | -11.4% | +21.5% | -32.9% | -11.3% |
| 3M | -20.5% | +12.5% | -33.0% | -20.3% |
| 6M | -28.2% | +32.3% | -60.5% | -30.2% |
| YTD | -21.2% | +21.4% | -42.7% | -21.5% |
| 1Y | -40.4% | +23.7% | -64.1% | -40.9% |
| 3Y | +214.7% | +7.0% | +207.7% | +173.4% |
| All | +214.7% | +5.8% | +208.9% | +173.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling