+265.9%
IONQ vs ZBRA
-6.0%
+271.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -57.0% |
| 6M | +6.4% | +56.7% | -50.3% | -28.8% |
| YTD | -11.9% | +49.4% | -61.3% | -40.7% |
| 1Y | -6.2% | +16.5% | -22.7% | -22.2% |
| 3Y | +125.7% | +31.5% | +94.2% | +60.8% |
| 5Y | +296.0% | -38.6% | +334.6% | +438.2% |
| All | +265.9% | -6.0% | +271.9% | +338.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling