+265.9%
IONQ vs ALL
+171.0%
+94.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +0.8% | 0.0% | +0.8% | +0.8% |
| 30D | -1.0% | -1.5% | +0.5% | -1.0% |
| 3M | -39.8% | +23.6% | -63.4% | -41.9% |
| 6M | +6.4% | +22.3% | -15.9% | +2.7% |
| YTD | -11.9% | +26.5% | -38.4% | -15.8% |
| 1Y | -6.2% | +27.0% | -33.2% | -10.7% |
| 3Y | +125.7% | +149.6% | -23.9% | +78.7% |
| 5Y | +296.0% | +118.1% | +177.9% | +219.0% |
| All | +265.9% | +171.0% | +94.9% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling