-44.7%
IONQ vs ZS
-31.8%
-12.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.4% |
| 7D | -8.9% | -12.3% | +3.3% | -5.5% |
| 30D | -31.3% | +11.2% | -42.5% | -33.0% |
| 3M | -29.2% | +37.5% | -66.7% | -35.1% |
| 6M | -35.4% | +57.8% | -93.3% | -48.7% |
| YTD | -34.2% | -0.2% | -34.0% | -33.7% |
| 1Y | -44.7% | -31.6% | -13.0% | -32.9% |
| All | -44.7% | -31.8% | -12.8% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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