-6.2%
IONQ vs FDS
-17.4%
+11.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.5% | +4.8% | +0.8% |
| 7D | +0.8% | -1.9% | +2.7% | +0.5% |
| 30D | -1.0% | +9.0% | -10.0% | +0.3% |
| 3M | -39.8% | +18.9% | -58.7% | -37.7% |
| 6M | +6.4% | +35.1% | -28.7% | +11.2% |
| YTD | -11.9% | +5.5% | -17.4% | -18.7% |
| 1Y | -6.2% | -16.8% | +10.7% | -18.2% |
| All | -6.2% | -17.4% | +11.2% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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