+86.7%
IONQ vs ALNY
+23.4%
+63.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -7.0% | -6.5% | -0.5% | -5.7% |
| 30D | -18.7% | +11.0% | -29.7% | -20.7% |
| 3M | -36.6% | -14.1% | -22.6% | -36.0% |
| 6M | +7.2% | -22.4% | +29.6% | +11.1% |
| YTD | -18.1% | -37.5% | +19.4% | -9.4% |
| 1Y | -21.9% | -46.9% | +25.0% | -9.3% |
| 3Y | +86.7% | +22.1% | +64.7% | +64.3% |
| All | +86.7% | +23.4% | +63.4% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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