+274.7%
IONQ vs ALNY
+99.0%
+175.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.1% |
| 7D | +7.1% | +5.7% | +1.4% | +5.1% |
| 30D | -8.9% | +18.7% | -27.6% | -13.9% |
| 3M | -35.6% | -11.0% | -24.6% | -35.5% |
| 6M | +13.3% | -18.9% | +32.2% | +16.6% |
| YTD | -9.8% | -34.6% | +24.8% | +0.1% |
| 1Y | -1.3% | -42.8% | +41.5% | +14.9% |
| 3Y | +109.3% | +29.1% | +80.1% | +71.3% |
| 5Y | +304.7% | +39.6% | +265.1% | +199.6% |
| All | +274.7% | +99.0% | +175.7% | +154.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling