+304.7%
IONQ vs AU
+676.5%
-371.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.7% |
| 7D | +7.1% | -0.3% | +7.4% | +7.2% |
| 30D | -8.9% | +12.8% | -21.7% | -11.9% |
| 3M | -35.6% | +28.5% | -64.0% | -39.9% |
| 6M | +13.3% | +4.8% | +8.4% | +10.4% |
| YTD | -9.8% | +31.0% | -40.8% | -16.3% |
| 1Y | -1.3% | +81.4% | -82.7% | -15.1% |
| 3Y | +109.3% | +618.4% | -509.2% | +27.2% |
| 5Y | +304.7% | +686.3% | -381.6% | +187.3% |
| All | +304.7% | +676.5% | -371.8% | +187.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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