+224.0%
IONQ vs ATI
+962.9%
-739.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.4% |
| 7D | +16.7% | +1.3% | +15.3% | +16.6% |
| 30D | -12.3% | -4.8% | -7.5% | -10.0% |
| 3M | -17.7% | -19.9% | +2.2% | -8.0% |
| 6M | -28.9% | +15.4% | -44.3% | -34.4% |
| YTD | -22.0% | +59.2% | -81.2% | -39.7% |
| 1Y | -36.8% | +86.3% | -123.1% | -54.9% |
| 3Y | +228.2% | +318.2% | -90.0% | +53.0% |
| 5Y | +91.9% | +958.6% | -866.7% | -31.6% |
| All | +224.0% | +962.9% | -739.0% | +12.2% |
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