+191.0%
IONQ vs ALLY
+54.4%
+136.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.7% | +25.1% | +24.9% |
| 7D | +8.6% | +0.9% | +7.7% | +7.0% |
| 30D | -21.1% | +3.1% | -24.2% | -23.7% |
| 3M | -17.9% | -12.6% | -5.3% | -7.8% |
| 6M | -37.9% | -12.4% | -25.5% | -31.2% |
| YTD | -27.3% | -13.2% | -14.2% | -18.8% |
| 1Y | -43.2% | +1.8% | -45.0% | -45.4% |
| 3Y | +191.0% | +58.0% | +133.0% | +70.3% |
| All | +191.0% | +54.4% | +136.6% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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