+227.2%
IONQ vs AU
+376.9%
-149.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +6.9% | +1.5% | +6.5% |
| 7D | +25.5% | +20.8% | +4.7% | +19.6% |
| 30D | -11.4% | +5.5% | -16.9% | -12.5% |
| 3M | -20.5% | +3.9% | -24.4% | -21.3% |
| 6M | -28.2% | -5.4% | -22.8% | -27.7% |
| YTD | -21.2% | +20.7% | -41.9% | -25.0% |
| 1Y | -40.4% | +49.8% | -90.2% | -45.6% |
| 3Y | +214.7% | +565.6% | -351.0% | +109.0% |
| 5Y | +56.9% | +500.4% | -443.5% | +1.6% |
| All | +227.2% | +376.9% | -149.7% | +120.3% |
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 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