+108.3%
IONQ vs A
+26.9%
+81.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +0.9% |
| 7D | +0.8% | -1.9% | +2.8% | +2.0% |
| 30D | -1.0% | +6.9% | -7.9% | -4.6% |
| 3M | -39.8% | +9.2% | -49.0% | -43.3% |
| 6M | +6.4% | +25.7% | -19.2% | -9.3% |
| YTD | -11.9% | +11.5% | -23.5% | -19.0% |
| 1Y | -6.2% | +18.4% | -24.5% | -18.2% |
| All | +108.3% | +26.9% | +81.4% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling