+91.9%
IONQ vs ADP
+48.5%
+43.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.8% |
| 7D | +16.7% | +3.2% | +13.5% | +13.6% |
| 30D | -12.3% | +12.8% | -25.0% | -21.0% |
| 3M | -17.7% | +12.3% | -30.0% | -26.4% |
| 6M | -28.9% | +45.4% | -74.4% | -52.3% |
| YTD | -22.0% | +21.4% | -43.4% | -37.1% |
| 1Y | -36.8% | +23.7% | -60.5% | -50.5% |
| 3Y | +228.2% | +43.6% | +184.6% | +103.2% |
| 5Y | +91.9% | +48.7% | +43.2% | +18.3% |
| All | +91.9% | +48.5% | +43.4% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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