-40.1%
IONQ vs AMGN
+42.5%
-82.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.6% | -3.3% | -2.6% |
| 7D | +15.3% | -2.2% | +17.5% | +15.1% |
| 30D | -6.1% | +12.1% | -18.2% | -4.3% |
| 3M | -21.6% | +13.6% | -35.2% | -20.2% |
| 6M | -40.1% | +43.9% | -84.1% | -38.9% |
| All | -40.1% | +42.5% | -82.6% | -38.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling