+52.8%
IONQ vs A
+15.4%
+37.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.7% | +21.7% | +22.0% |
| 7D | +8.6% | -0.1% | +8.7% | +9.3% |
| 30D | -21.1% | +3.4% | -24.4% | -22.6% |
| 3M | -17.9% | +23.8% | -41.7% | -30.2% |
| 6M | -37.9% | +49.0% | -86.9% | -56.0% |
| YTD | -27.3% | +29.4% | -56.7% | -42.1% |
| 1Y | -43.2% | +19.4% | -62.6% | -51.6% |
| 3Y | +191.0% | +66.2% | +124.8% | +66.9% |
| All | +52.8% | +15.4% | +37.4% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling