+126.0%
IONQ vs ZBH
-18.5%
+144.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.4% |
| 7D | +0.8% | -2.8% | +3.6% | +1.1% |
| 30D | -1.0% | -0.1% | -0.9% | -1.1% |
| 3M | -39.8% | +13.4% | -53.2% | -41.4% |
| 6M | +6.4% | +3.0% | +3.5% | +6.3% |
| YTD | -11.9% | +9.7% | -21.6% | -13.4% |
| 1Y | -6.2% | -5.4% | -0.7% | -4.2% |
| All | +126.0% | -18.5% | +144.5% | +145.8% |
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 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