+167.4%
IONQ vs ADI
+195.2%
-27.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.8% | -3.7% | -3.8% |
| 7D | -11.5% | +9.5% | -20.9% | -19.0% |
| 30D | -8.1% | -1.4% | -6.7% | -6.9% |
| 3M | -35.8% | +4.7% | -40.5% | -38.8% |
| 6M | -47.7% | -7.4% | -40.3% | -44.5% |
| YTD | -35.6% | +48.1% | -83.7% | -58.4% |
| 1Y | -36.4% | +69.6% | -106.0% | -64.3% |
| 3Y | +150.0% | +144.4% | +5.7% | -16.2% |
| 5Y | +43.3% | +134.1% | -90.8% | -47.3% |
| All | +167.4% | +195.2% | -27.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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