+240.3%
IONQ vs AGNC
+38.3%
+202.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | -7.0% | -4.7% | -2.3% | -2.4% |
| 30D | -18.7% | -5.7% | -13.0% | -13.7% |
| 3M | -36.6% | +1.9% | -38.5% | -38.2% |
| 6M | +7.2% | +1.8% | +5.4% | +5.1% |
| YTD | -18.1% | +3.4% | -21.5% | -20.7% |
| 1Y | -21.9% | +13.6% | -35.5% | -31.6% |
| 3Y | +86.7% | +60.4% | +26.4% | +21.8% |
| 5Y | +267.5% | +27.0% | +240.5% | +184.0% |
| All | +240.3% | +38.3% | +202.0% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 10y: compounded portfolio wealth divided by compounded AGNC 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…
10y analysis · Full analysis span regression · 6 months rolling