+109.3%
IONQ vs ZS
+0.9%
+108.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.6% | +7.0% | +4.6% |
| 7D | +7.1% | -9.2% | +16.3% | +11.9% |
| 30D | -8.9% | -4.0% | -4.9% | -7.7% |
| 3M | -35.6% | +25.3% | -60.8% | -42.8% |
| 6M | +13.3% | -1.3% | +14.6% | +2.2% |
| YTD | -9.8% | -28.0% | +18.2% | +0.1% |
| 1Y | -1.3% | -42.5% | +41.2% | +25.9% |
| 3Y | +109.3% | +0.7% | +108.5% | +50.0% |
| All | +109.3% | +0.9% | +108.4% | +50.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling