+265.9%
IONQ vs AMGN
+125.8%
+140.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.8% | +1.5% |
| 7D | +0.8% | +1.1% | -0.3% | +0.6% |
| 30D | -1.0% | +7.8% | -8.9% | -2.3% |
| 3M | -39.8% | +27.3% | -67.1% | -42.4% |
| 6M | +6.4% | +16.8% | -10.4% | +3.4% |
| YTD | -11.9% | +36.3% | -48.2% | -17.2% |
| 1Y | -6.2% | +60.4% | -66.6% | -14.8% |
| 3Y | +125.7% | +86.3% | +39.4% | +101.1% |
| 5Y | +296.0% | +125.7% | +170.3% | +251.6% |
| All | +265.9% | +125.8% | +140.1% | +214.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling