+278.7%
IONQ vs AGG
-1.7%
+280.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.3% |
| 7D | +1.3% | -0.2% | +1.5% | +1.7% |
| 30D | -10.3% | -0.2% | -10.1% | -9.8% |
| 3M | -32.7% | -0.7% | -32.0% | -31.5% |
| 6M | +6.3% | -1.8% | +8.1% | +11.2% |
| YTD | -15.0% | -0.6% | -14.4% | -13.1% |
| 1Y | -13.3% | +0.4% | -13.7% | -13.2% |
| 3Y | +97.2% | +13.2% | +84.0% | +54.0% |
| 5Y | +278.7% | -2.0% | +280.7% | +228.0% |
| All | +278.7% | -1.7% | +280.5% | +228.0% |
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