+119.2%
IONQ vs ARM
+349.4%
-230.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | -0.4% |
| 7D | +0.8% | +5.5% | -4.6% | -1.5% |
| 30D | -1.0% | -8.2% | +7.2% | +2.5% |
| 3M | -39.8% | -35.9% | -3.9% | -28.2% |
| 6M | +6.4% | +103.1% | -96.7% | -25.6% |
| YTD | -11.9% | +130.6% | -142.5% | -42.0% |
| 1Y | -6.2% | +86.1% | -92.2% | -31.8% |
| All | +119.2% | +349.4% | -230.2% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 5y: compounded portfolio wealth divided by compounded ARM 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…
5y analysis · Full analysis span regression · 6 months rolling