+294.8%
IONQ vs ACWI
+67.7%
+227.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.4% |
| 7D | +0.8% | +0.5% | +0.3% | -0.6% |
| 30D | -1.0% | +0.9% | -1.9% | -2.7% |
| 3M | -39.8% | +2.4% | -42.2% | -42.2% |
| 6M | +6.4% | +12.4% | -5.9% | -19.8% |
| YTD | -11.9% | +15.2% | -27.1% | -37.7% |
| 1Y | -6.2% | +22.7% | -28.9% | -43.9% |
| 3Y | +125.7% | +75.8% | +49.9% | -43.2% |
| All | +294.8% | +67.7% | +227.1% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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