+215.4%
IONQ vs ZBRA
-15.1%
+230.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.5% | -4.1% |
| 7D | +15.3% | -1.5% | +16.8% | +16.9% |
| 30D | -6.1% | -15.6% | +9.5% | +6.3% |
| 3M | -21.6% | -14.5% | -7.1% | -12.1% |
| 6M | -40.1% | +50.9% | -91.1% | -59.0% |
| YTD | -24.1% | +34.8% | -58.9% | -45.1% |
| 1Y | -37.4% | +28.3% | -65.7% | -52.6% |
| 3Y | +219.5% | +58.8% | +160.7% | +88.5% |
| 5Y | +76.9% | -44.0% | +121.0% | +159.1% |
| All | +215.4% | -15.1% | +230.5% | +306.4% |
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