+227.2%
IONQ vs ZBH
-24.7%
+252.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.6% | +5.7% | +7.4% |
| 7D | +25.5% | +11.3% | +14.2% | +20.4% |
| 30D | -11.4% | +21.5% | -32.9% | -17.9% |
| 3M | -20.5% | +12.5% | -33.0% | -24.6% |
| 6M | -28.2% | +32.3% | -60.5% | -38.5% |
| YTD | -21.2% | +21.4% | -42.7% | -29.7% |
| 1Y | -40.4% | +23.7% | -64.1% | -47.6% |
| 3Y | +214.7% | +7.0% | +207.7% | +184.7% |
| 5Y | +56.9% | -13.2% | +70.1% | +57.0% |
| All | +227.2% | -24.7% | +252.0% | +227.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling