+202.0%
IONQ vs ADI
+169.6%
+32.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.7% | +22.7% | +22.7% |
| 7D | +8.6% | -12.8% | +21.4% | +24.1% |
| 30D | -21.1% | -11.3% | -9.7% | -11.2% |
| 3M | -17.9% | -3.4% | -14.5% | -15.1% |
| 6M | -37.9% | -12.0% | -25.9% | -30.6% |
| YTD | -27.3% | +35.3% | -62.6% | -48.7% |
| 1Y | -43.2% | +58.1% | -101.3% | -66.1% |
| 3Y | +191.0% | +127.4% | +63.6% | +3.7% |
| 5Y | +69.3% | +114.6% | -45.3% | -31.9% |
| All | +202.0% | +169.6% | +32.4% | +7.7% |
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 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