+304.7%
IONQ vs AMGN
+107.5%
+197.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -10.1% | +12.5% | +4.0% |
| 7D | +7.1% | -10.3% | +17.4% | +8.8% |
| 30D | -8.9% | -3.8% | -5.1% | -8.6% |
| 3M | -35.6% | +14.4% | -49.9% | -37.5% |
| 6M | +13.3% | +7.8% | +5.4% | +10.9% |
| YTD | -9.8% | +22.6% | -32.4% | -14.3% |
| 1Y | -1.3% | +44.2% | -45.5% | -9.7% |
| 3Y | +109.3% | +65.8% | +43.5% | +87.3% |
| 5Y | +304.7% | +108.0% | +196.7% | +271.3% |
| All | +304.7% | +107.5% | +197.2% | +271.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling