+91.9%
IONQ vs ALB
-62.6%
+154.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | +1.3% |
| 7D | +16.7% | +5.3% | +11.4% | +13.0% |
| 30D | -12.3% | -6.3% | -6.0% | -9.2% |
| 3M | -17.7% | -27.4% | +9.7% | -2.8% |
| 6M | -28.9% | -53.1% | +24.1% | +6.4% |
| YTD | -22.0% | -32.3% | +10.3% | -8.5% |
| 1Y | -36.8% | -7.3% | -29.5% | -39.4% |
| 3Y | +228.2% | -14.9% | +243.2% | +185.0% |
| 5Y | +91.9% | -62.0% | +154.0% | +196.8% |
| All | +91.9% | -62.6% | +154.5% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 5y: compounded portfolio wealth divided by compounded ALB 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…
5y analysis · Full analysis span regression · 6 months rolling