-43.2%
IONQ vs A
+20.8%
-64.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.7% | +21.7% | +22.5% |
| 7D | +8.6% | -0.1% | +8.7% | +9.0% |
| 30D | -21.1% | +3.4% | -24.4% | -21.8% |
| 3M | -17.9% | +23.8% | -41.7% | -23.9% |
| 6M | -37.9% | +49.0% | -86.9% | -48.0% |
| YTD | -27.3% | +29.4% | -56.7% | -37.4% |
| 1Y | -43.2% | +19.4% | -62.6% | -48.9% |
| All | -43.2% | +20.8% | -64.0% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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