+191.0%
IONQ vs AMIX
-100.0%
+290.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | 0.0% | +23.4% | +23.4% |
| 7D | +8.6% | -16.0% | +24.6% | +9.1% |
| 30D | -21.1% | -55.4% | +34.3% | -19.3% |
| 3M | -17.9% | -87.5% | +69.6% | -13.5% |
| 6M | -37.9% | -81.2% | +43.3% | -38.7% |
| YTD | -27.3% | -86.8% | +59.5% | -27.0% |
| 1Y | -43.2% | -91.6% | +48.4% | -42.2% |
| All | +191.0% | -100.0% | +290.9% | +210.2% |
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