+294.8%
IONQ vs ZBH
-27.9%
+322.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.1% | +1.6% |
| 7D | +0.8% | -2.8% | +3.6% | +2.0% |
| 30D | -1.0% | -0.1% | -0.9% | -1.2% |
| 3M | -39.8% | +13.4% | -53.2% | -44.4% |
| 6M | +6.4% | +3.0% | +3.5% | +2.8% |
| YTD | -11.9% | +9.7% | -21.6% | -18.0% |
| 1Y | -6.2% | -5.4% | -0.7% | -7.0% |
| 3Y | +125.7% | -15.6% | +141.3% | +138.9% |
| All | +294.8% | -27.9% | +322.7% | +290.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling