-43.2%
IONQ vs FDS
+29.3%
-72.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -3.7% | +27.1% | +23.0% |
| 7D | +8.6% | -0.5% | +9.1% | +8.5% |
| 30D | -21.1% | +20.2% | -41.3% | -20.3% |
| 3M | -17.9% | +19.9% | -37.7% | -17.1% |
| 6M | -37.9% | +56.2% | -94.1% | -38.7% |
| YTD | -27.3% | +14.6% | -41.9% | -31.4% |
| 1Y | -43.2% | +31.6% | -74.8% | -32.7% |
| All | -43.2% | +29.3% | -72.5% | -32.7% |
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