-25.7%
IONQ vs ZYBT
-57.8%
+32.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.4% |
| 7D | -5.6% | -2.5% | -3.1% | -5.6% |
| 30D | -15.2% | -1.2% | -14.0% | -15.2% |
| 3M | -34.9% | +76.7% | -111.6% | -34.9% |
| 6M | +4.9% | +103.6% | -98.7% | +1.0% |
| YTD | -17.9% | +38.3% | -56.2% | -18.5% |
| 1Y | -16.0% | -84.7% | +68.7% | -3.2% |
| All | -25.7% | -57.8% | +32.1% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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