-32.8%
IONQ vs AGI
-8.5%
-24.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.1% | -1.1% |
| 7D | +15.3% | 0.0% | +15.3% | +15.3% |
| 30D | -6.1% | -7.6% | +1.5% | -2.0% |
| 3M | -21.6% | -10.2% | -11.4% | -17.4% |
| 6M | -40.1% | -31.5% | -8.6% | -25.7% |
| YTD | -24.1% | -22.0% | -2.1% | -20.9% |
| All | -32.8% | -8.5% | -24.4% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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