+265.9%
IONQ vs ADI
+168.7%
+97.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | -0.3% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | -1.0% | -3.8% | +2.8% | +3.6% |
| 3M | -39.8% | -15.3% | -24.6% | -28.9% |
| 6M | +6.4% | +6.7% | -0.3% | -1.7% |
| YTD | -11.9% | +34.8% | -46.7% | -37.2% |
| 1Y | -6.2% | +49.0% | -55.2% | -40.1% |
| 3Y | +125.7% | +108.1% | +17.6% | -8.6% |
| 5Y | +296.0% | +142.4% | +153.6% | +49.3% |
| All | +265.9% | +168.7% | +97.3% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling