+294.8%
IONQ vs FFIV
+91.3%
+203.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +0.8% | -1.0% | +1.8% | +1.8% |
| 30D | -1.0% | -5.1% | +4.0% | +3.8% |
| 3M | -39.8% | -4.5% | -35.4% | -36.6% |
| 6M | +6.4% | +36.5% | -30.0% | -25.8% |
| YTD | -11.9% | +53.0% | -64.9% | -46.8% |
| 1Y | -6.2% | +24.2% | -30.4% | -28.9% |
| 3Y | +125.7% | +137.2% | -11.5% | -22.9% |
| All | +294.8% | +91.3% | +203.5% | +78.3% |
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