-44.7%
IONQ vs AMRZ
-11.5%
-33.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.2% | -6.7% | -2.5% |
| 7D | -8.9% | +10.3% | -19.2% | -11.1% |
| 30D | -31.3% | +18.7% | -49.9% | -34.1% |
| 3M | -29.2% | -14.6% | -14.5% | -27.0% |
| 6M | -35.4% | -12.9% | -22.5% | -34.9% |
| YTD | -34.2% | -17.4% | -16.8% | -33.7% |
| 1Y | -44.7% | -12.3% | -32.4% | -46.5% |
| All | -44.7% | -11.5% | -33.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling