-43.2%
IONQ vs FE
+6.2%
-49.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.9% | +23.1% |
| 7D | +8.6% | 0.0% | +8.6% | +8.7% |
| 30D | -21.1% | +5.2% | -26.3% | -18.3% |
| 3M | -17.9% | 0.0% | -17.8% | -17.1% |
| 6M | -37.9% | +5.0% | -43.0% | -36.4% |
| YTD | -27.3% | +7.9% | -35.2% | -30.3% |
| 1Y | -43.2% | +6.3% | -49.5% | -43.7% |
| All | -43.2% | +6.2% | -49.4% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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