-37.4%
IONQ vs AMRZ
-14.3%
-23.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.5% |
| 7D | +15.3% | -5.5% | +20.8% | +16.7% |
| 30D | -6.1% | +15.6% | -21.7% | -9.6% |
| 3M | -21.6% | -12.1% | -9.5% | -19.5% |
| 6M | -40.1% | -19.4% | -20.7% | -38.5% |
| YTD | -24.1% | -21.9% | -2.2% | -23.1% |
| 1Y | -37.4% | -15.0% | -22.4% | -38.3% |
| All | -37.4% | -14.3% | -23.1% | -38.3% |
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