+227.2%
IONQ vs ACN
+7.7%
+219.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.4% | +10.7% | +9.6% |
| 7D | +25.5% | -2.5% | +28.0% | +26.5% |
| 30D | -11.4% | +22.6% | -34.1% | -22.5% |
| 3M | -20.5% | +45.9% | -66.4% | -38.8% |
| 6M | -28.2% | +43.8% | -72.1% | -47.4% |
| YTD | -21.2% | -2.5% | -18.8% | -19.7% |
| 1Y | -40.4% | +6.5% | -46.9% | -45.1% |
| 3Y | +214.7% | -14.2% | +228.9% | +240.0% |
| 5Y | +56.9% | -24.4% | +81.3% | +88.7% |
| All | +227.2% | +7.7% | +219.5% | +247.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 10y: compounded portfolio wealth divided by compounded ACN 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…
10y analysis · Full analysis span regression · 6 months rolling