+91.9%
IONQ vs ALL
+157.6%
-65.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.1% |
| 7D | +16.7% | -0.1% | +16.8% | +16.6% |
| 30D | -12.3% | +13.8% | -26.1% | -13.5% |
| 3M | -17.7% | -2.8% | -15.0% | -17.5% |
| 6M | -28.9% | +23.7% | -52.6% | -32.7% |
| YTD | -22.0% | +27.3% | -49.3% | -27.1% |
| 1Y | -36.8% | +30.5% | -67.4% | -41.6% |
| 3Y | +228.2% | +113.0% | +115.2% | +149.1% |
| 5Y | +91.9% | +157.6% | -65.6% | +36.2% |
| All | +91.9% | +157.6% | -65.7% | +36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling