+215.4%
IONQ vs AU
+341.5%
-126.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.0% | -0.7% | -2.1% |
| 7D | +15.3% | +4.7% | +10.6% | +14.2% |
| 30D | -6.1% | -1.5% | -4.6% | -5.6% |
| 3M | -21.6% | -5.0% | -16.6% | -20.7% |
| 6M | -40.1% | -13.5% | -26.6% | -38.3% |
| YTD | -24.1% | +11.7% | -35.8% | -26.2% |
| 1Y | -37.4% | +21.3% | -58.7% | -40.2% |
| 3Y | +219.5% | +545.0% | -325.4% | +114.8% |
| 5Y | +76.9% | +412.0% | -335.0% | +15.8% |
| All | +215.4% | +341.5% | -126.1% | +116.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling