-6.2%
IONQ vs ADVB
+5.8%
-12.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.3% |
| 7D | +0.8% | -3.8% | +4.6% | +0.7% |
| 30D | -1.0% | +17.6% | -18.6% | +0.2% |
| 3M | -39.8% | +119.1% | -158.9% | -37.8% |
| 6M | +6.4% | +103.4% | -96.9% | +6.6% |
| YTD | -11.9% | +59.8% | -71.8% | -10.0% |
| 1Y | -6.2% | +8.5% | -14.7% | -4.4% |
| All | -6.2% | +5.8% | -12.0% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling