+253.1%
IONQ vs AGNC
+43.2%
+209.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -4.2% |
| 7D | +1.3% | -1.0% | +2.4% | +2.5% |
| 30D | -10.3% | -1.2% | -9.1% | -9.1% |
| 3M | -32.7% | +5.4% | -38.1% | -36.5% |
| 6M | +6.3% | +6.7% | -0.4% | -0.7% |
| YTD | -15.0% | +7.1% | -22.1% | -20.6% |
| 1Y | -13.3% | +16.3% | -29.6% | -25.8% |
| 3Y | +97.2% | +68.5% | +28.8% | +22.8% |
| 5Y | +278.7% | +31.4% | +247.4% | +182.7% |
| All | +253.1% | +43.2% | +209.9% | +145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling