+227.2%
IONQ vs AGI
+270.3%
-43.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.4% | +6.0% | +7.5% |
| 7D | +25.5% | +17.4% | +8.1% | +18.6% |
| 30D | -11.4% | -0.9% | -10.5% | -11.2% |
| 3M | -20.5% | -1.6% | -18.9% | -20.3% |
| 6M | -28.2% | -24.7% | -3.5% | -22.0% |
| YTD | -21.2% | -15.3% | -6.0% | -17.4% |
| 1Y | -40.4% | +5.5% | -45.9% | -40.8% |
| 3Y | +214.7% | +154.5% | +60.2% | +133.2% |
| 5Y | +56.9% | +310.6% | -253.8% | -0.9% |
| All | +227.2% | +270.3% | -43.0% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling