+52.8%
IONQ vs ACN
-23.1%
+75.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.8% | +25.2% | +24.3% |
| 7D | +8.6% | +0.9% | +7.7% | +7.6% |
| 30D | -21.1% | +33.5% | -54.6% | -34.5% |
| 3M | -17.9% | +53.5% | -71.3% | -38.8% |
| 6M | -37.9% | +52.2% | -90.2% | -56.8% |
| YTD | -27.3% | -0.1% | -27.2% | -26.1% |
| 1Y | -43.2% | +11.0% | -54.2% | -49.1% |
| 3Y | +191.0% | -11.8% | +202.8% | +209.7% |
| All | +52.8% | -23.1% | +75.9% | +79.1% |
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