-44.7%
IONQ vs AS
+3.3%
-48.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.1% | -6.6% | -3.4% |
| 7D | -8.9% | +13.8% | -22.7% | -13.7% |
| 30D | -31.3% | +16.7% | -47.9% | -35.6% |
| 3M | -29.2% | -11.5% | -17.7% | -24.9% |
| 6M | -35.4% | -5.5% | -29.9% | -34.8% |
| YTD | -34.2% | -14.2% | -20.0% | -31.2% |
| 1Y | -44.7% | +2.1% | -46.7% | -47.0% |
| All | -44.7% | +3.3% | -48.0% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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