+295.2%
IONQ vs ZBRA
-37.7%
+332.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +0.2% |
| 7D | +0.8% | +1.8% | -0.9% | -0.5% |
| 30D | -1.0% | -1.7% | +0.7% | +0.6% |
| 3M | -39.8% | +47.8% | -87.6% | -57.4% |
| 6M | +6.4% | +56.7% | -50.3% | -29.8% |
| YTD | -11.9% | +49.4% | -61.3% | -41.5% |
| 1Y | -6.2% | +16.5% | -22.7% | -22.7% |
| 3Y | +125.7% | +31.5% | +94.2% | +58.0% |
| All | +295.2% | -37.7% | +332.9% | +639.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling