+194.9%
IONQ vs A
+67.3%
+127.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.1% | -2.3% |
| 7D | +15.3% | -0.1% | +15.4% | +15.9% |
| 30D | -6.1% | +3.3% | -9.4% | -7.3% |
| 3M | -21.6% | +18.5% | -40.1% | -28.5% |
| 6M | -40.1% | +59.3% | -99.4% | -55.1% |
| YTD | -24.1% | +31.0% | -55.1% | -35.9% |
| 1Y | -37.4% | +19.3% | -56.7% | -43.7% |
| All | +194.9% | +67.3% | +127.6% | +129.6% |
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