+52.8%
IONQ vs ADM
+24.5%
+28.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.1% | +23.5% |
| 7D | +8.6% | -9.0% | +17.6% | +10.2% |
| 30D | -21.1% | -14.0% | -7.1% | -19.2% |
| 3M | -17.9% | -9.2% | -8.7% | -17.1% |
| 6M | -37.9% | -9.2% | -28.8% | -37.5% |
| YTD | -27.3% | +24.2% | -51.5% | -32.2% |
| 1Y | -43.2% | +27.0% | -70.2% | -47.5% |
| 3Y | +191.0% | +6.6% | +184.4% | +176.1% |
| All | +52.8% | +24.5% | +28.3% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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