-13.3%
IONQ vs AMGN
+43.9%
-57.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.8% |
| 7D | +1.3% | -11.6% | +13.0% | +1.1% |
| 30D | -10.3% | -5.7% | -4.7% | -10.5% |
| 3M | -32.7% | +14.2% | -46.9% | -33.5% |
| 6M | +6.3% | +5.2% | +1.1% | +5.4% |
| YTD | -15.0% | +22.0% | -37.0% | -16.5% |
| 1Y | -13.3% | +43.6% | -56.9% | -14.6% |
| All | -13.3% | +43.9% | -57.2% | -14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling