+52.8%
IONQ vs FFIV
+39.5%
+13.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.3% | +23.7% | +23.7% |
| 7D | +8.6% | -8.1% | +16.7% | +18.6% |
| 30D | -21.1% | -33.4% | +12.3% | +14.2% |
| 3M | -17.9% | -24.7% | +6.9% | +2.5% |
| 6M | -37.9% | -8.8% | -29.1% | -37.0% |
| YTD | -27.3% | +21.8% | -49.1% | -48.1% |
| 1Y | -43.2% | +25.3% | -68.5% | -61.0% |
| 3Y | +191.0% | +101.2% | +89.8% | +7.3% |
| All | +52.8% | +39.5% | +13.3% | -18.0% |
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