+191.0%
IONQ vs ALL
+105.5%
+85.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.5% | +27.9% | +22.1% |
| 7D | +8.6% | -1.9% | +10.5% | +8.1% |
| 30D | -21.1% | +13.8% | -34.9% | -18.5% |
| 3M | -17.9% | -7.0% | -10.9% | -18.2% |
| 6M | -37.9% | +18.0% | -56.0% | -36.7% |
| YTD | -27.3% | +24.2% | -51.5% | -26.1% |
| 1Y | -43.2% | +31.2% | -74.4% | -42.9% |
| 3Y | +191.0% | +107.5% | +83.5% | +331.5% |
| All | +191.0% | +105.5% | +85.5% | +331.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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