+253.1%
IONQ vs AMGN
+102.1%
+151.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.7% |
| 7D | +1.3% | -11.6% | +13.0% | +3.1% |
| 30D | -10.3% | -5.7% | -4.7% | -9.7% |
| 3M | -32.7% | +14.2% | -46.9% | -34.7% |
| 6M | +6.3% | +5.2% | +1.1% | +4.8% |
| YTD | -15.0% | +22.0% | -37.0% | -18.8% |
| 1Y | -13.3% | +43.6% | -56.9% | -20.1% |
| 3Y | +97.2% | +65.0% | +32.2% | +78.6% |
| 5Y | +278.7% | +112.0% | +166.7% | +240.9% |
| All | +253.1% | +102.1% | +151.0% | +208.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMGN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling