+53.2%
IONQ vs AGG
-1.7%
+54.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.6% | -8.7% | -8.1% |
| 7D | +16.8% | -1.4% | +18.2% | +20.3% |
| 30D | -11.1% | +0.9% | -12.0% | -12.8% |
| 3M | -31.7% | -1.2% | -30.5% | -30.0% |
| 6M | -44.8% | -1.4% | -43.3% | -42.8% |
| YTD | -31.2% | -1.4% | -29.8% | -28.7% |
| 1Y | -39.1% | -1.3% | -37.9% | -37.0% |
| 3Y | +189.5% | +13.8% | +175.7% | +126.3% |
| 5Y | +53.2% | -1.6% | +54.7% | +3.3% |
| All | +53.2% | -1.7% | +54.9% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling