-13.0%
IONQ vs AGG
+0.2%
-13.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -4.8% |
| 7D | +1.3% | -0.2% | +1.5% | +2.1% |
| 30D | -10.3% | -0.2% | -10.1% | -9.4% |
| 3M | -32.7% | -0.7% | -32.0% | -30.6% |
| 6M | +6.3% | -1.8% | +8.1% | +7.2% |
| YTD | -15.0% | -0.6% | -14.4% | -8.7% |
| All | -13.0% | +0.2% | -13.2% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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