-36.2%
IONQ vs AG
+32.5%
-68.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.7% | +3.7% | +5.9% |
| 7D | +25.5% | +10.8% | +14.6% | +19.0% |
| 30D | -11.4% | -8.2% | -3.2% | -7.2% |
| 3M | -20.5% | -13.7% | -6.8% | -15.4% |
| 6M | -28.2% | -27.3% | -1.0% | -17.5% |
| YTD | -21.2% | -4.6% | -16.7% | -22.8% |
| All | -36.2% | +32.5% | -68.7% | -44.5% |
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