+91.9%
IONQ vs FFIV
+41.1%
+50.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +16.7% | -4.2% | +20.9% | +22.2% |
| 30D | -12.3% | -33.9% | +21.6% | +28.3% |
| 3M | -17.7% | -22.6% | +4.9% | +0.5% |
| 6M | -28.9% | -10.4% | -18.6% | -26.1% |
| YTD | -22.0% | +24.3% | -46.3% | -45.3% |
| 1Y | -36.8% | +31.8% | -68.6% | -58.9% |
| 3Y | +228.2% | +99.5% | +128.7% | +23.8% |
| 5Y | +91.9% | +40.7% | +51.2% | +6.1% |
| All | +91.9% | +41.1% | +50.8% | +6.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling