+274.7%
IONQ vs AJG
+116.4%
+158.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.0% | +6.4% | +4.0% |
| 7D | +7.1% | -3.8% | +10.9% | +8.7% |
| 30D | -8.9% | +1.6% | -10.5% | -10.1% |
| 3M | -35.6% | +18.6% | -54.2% | -42.7% |
| 6M | +13.3% | +10.9% | +2.4% | +3.7% |
| YTD | -9.8% | -2.0% | -7.9% | -11.3% |
| 1Y | -1.3% | -14.9% | +13.6% | +6.5% |
| 3Y | +109.3% | +13.4% | +95.8% | +72.3% |
| 5Y | +304.7% | +83.2% | +221.5% | +120.4% |
| All | +274.7% | +116.4% | +158.3% | +98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling