+214.7%
IONQ vs FFIV
+103.5%
+111.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +6.5% |
| 7D | +25.5% | -2.1% | +27.5% | +28.2% |
| 30D | -11.4% | -33.8% | +22.4% | +21.0% |
| 3M | -20.5% | -20.6% | +0.1% | -8.6% |
| 6M | -28.2% | -10.2% | -18.0% | -26.0% |
| YTD | -21.2% | +24.5% | -45.7% | -41.4% |
| 1Y | -40.4% | +29.3% | -69.7% | -57.5% |
| 3Y | +214.7% | +103.8% | +110.9% | +33.9% |
| All | +214.7% | +103.5% | +111.2% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 3y: compounded portfolio wealth divided by compounded FFIV 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…
3y analysis · Full analysis span regression · 6 months rolling