-36.2%
IONQ vs AMGN
+49.1%
-85.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.0% | +7.3% | +8.4% |
| 7D | +25.5% | 0.0% | +25.5% | +25.6% |
| 30D | -11.4% | +12.1% | -23.5% | -10.6% |
| 3M | -20.5% | +13.9% | -34.3% | -19.9% |
| 6M | -28.2% | +42.1% | -70.4% | -27.8% |
| YTD | -21.2% | +45.0% | -66.3% | -20.4% |
| All | -36.2% | +49.1% | -85.3% | -35.3% |
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