+45.7%
IONQ vs ACN
-26.4%
+72.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.2% | -6.6% | -6.5% |
| 7D | -11.5% | -3.8% | -7.6% | -9.7% |
| 30D | -8.1% | +16.5% | -24.6% | -17.1% |
| 3M | -35.8% | +41.5% | -77.3% | -49.8% |
| 6M | -47.7% | +60.1% | -107.8% | -65.1% |
| YTD | -35.6% | -3.9% | -31.7% | -33.3% |
| 1Y | -36.4% | +4.1% | -40.5% | -40.1% |
| 3Y | +150.0% | -15.9% | +165.9% | +175.7% |
| All | +45.7% | -26.4% | +72.1% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling