-43.2%
IONQ vs F
-0.9%
-42.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.1% | +23.9% |
| 7D | +8.6% | +1.6% | +7.0% | +7.0% |
| 30D | -21.1% | +2.6% | -23.7% | -23.0% |
| 3M | -17.9% | -8.8% | -9.1% | -12.6% |
| 6M | -37.9% | +4.6% | -42.6% | -41.1% |
| YTD | -27.3% | -1.9% | -25.4% | -31.1% |
| 1Y | -43.2% | -0.8% | -42.4% | -46.7% |
| All | -43.2% | -0.9% | -42.3% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 1y: compounded portfolio wealth divided by compounded F 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…
1y analysis · Full analysis span regression · 6 months rolling