+52.8%
IONQ vs FE
+42.2%
+10.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.4% | +24.8% | +23.6% |
| 7D | +8.6% | -1.0% | +9.6% | +8.7% |
| 30D | -21.1% | +4.1% | -25.2% | -21.8% |
| 3M | -17.9% | -1.0% | -16.9% | -17.8% |
| 6M | -37.9% | +4.0% | -42.0% | -38.9% |
| YTD | -27.3% | +6.8% | -34.1% | -29.4% |
| 1Y | -43.2% | +5.3% | -48.5% | -44.6% |
| 3Y | +191.0% | +44.6% | +146.4% | +154.1% |
| All | +52.8% | +42.2% | +10.6% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling