+252.5%
IONQ vs AMIX
-99.9%
+352.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.3% |
| 7D | +0.8% | -13.7% | +14.5% | +1.2% |
| 30D | -1.0% | -62.1% | +61.0% | +1.1% |
| 3M | -39.8% | -46.2% | +6.4% | -42.0% |
| 6M | +6.4% | -46.4% | +52.9% | +2.2% |
| YTD | -11.9% | -60.3% | +48.3% | -14.1% |
| 1Y | -6.2% | -79.7% | +73.5% | -6.3% |
| All | +252.5% | -99.9% | +352.4% | +264.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling