+87.2%
IONQ vs AJG
+9.5%
+77.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.4% |
| 7D | -5.6% | -8.5% | +2.9% | -5.5% |
| 30D | -15.2% | -3.8% | -11.4% | -15.2% |
| 3M | -34.9% | +10.8% | -45.8% | -36.9% |
| 6M | +4.9% | +15.6% | -10.7% | +0.6% |
| YTD | -17.9% | -5.1% | -12.8% | -16.6% |
| 1Y | -16.0% | -16.0% | 0.0% | -10.7% |
| All | +87.2% | +9.5% | +77.7% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 3y: compounded portfolio wealth divided by compounded AJG 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…
3y analysis · Full analysis span regression · 6 months rolling