+227.2%
IONQ vs ATI
+975.3%
-748.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.2% | +3.2% | +5.6% |
| 7D | +25.5% | +6.0% | +19.4% | +22.5% |
| 30D | -11.4% | -3.6% | -7.8% | -9.7% |
| 3M | -20.5% | -18.9% | -1.6% | -11.7% |
| 6M | -28.2% | +16.7% | -44.9% | -34.2% |
| YTD | -21.2% | +61.1% | -82.3% | -39.5% |
| 1Y | -40.4% | +89.3% | -129.7% | -57.8% |
| 3Y | +214.7% | +333.3% | -118.6% | +44.3% |
| 5Y | +56.9% | +954.5% | -897.6% | -44.2% |
| All | +227.2% | +975.3% | -748.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling