-36.4%
IONQ vs AG
+7.9%
-44.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.4% | -4.0% | -5.1% |
| 7D | -11.5% | -10.0% | -1.5% | -6.2% |
| 30D | -8.1% | -10.5% | +2.4% | -2.2% |
| 3M | -35.8% | -27.3% | -8.5% | -25.1% |
| 6M | -47.7% | -43.0% | -4.8% | -31.9% |
| YTD | -35.6% | -17.9% | -17.7% | -31.3% |
| 1Y | -36.4% | +11.9% | -48.3% | -39.1% |
| All | -36.4% | +7.9% | -44.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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