-13.3%
IONQ vs ZBRA
+10.3%
-23.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.2% | -3.6% | -4.9% |
| 7D | +1.3% | -1.8% | +3.1% | +2.1% |
| 30D | -10.3% | -8.8% | -1.5% | -7.0% |
| 3M | -32.7% | +47.2% | -80.0% | -43.0% |
| 6M | +6.3% | +61.3% | -55.0% | -13.7% |
| YTD | -15.0% | +42.0% | -57.0% | -28.9% |
| 1Y | -13.3% | +10.5% | -23.8% | -9.8% |
| All | -13.3% | +10.3% | -23.6% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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