+195.6%
IONQ vs FGI
-66.3%
+261.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +6.2% | -15.6% | -9.6% |
| 7D | +16.8% | +13.5% | +3.3% | +16.1% |
| 30D | -11.1% | +17.1% | -28.3% | -11.8% |
| 3M | -31.7% | +78.0% | -109.7% | -35.2% |
| 6M | -44.8% | +46.4% | -91.2% | -47.3% |
| YTD | -31.2% | +47.7% | -78.9% | -36.4% |
| 1Y | -39.1% | +56.8% | -95.9% | -44.2% |
| 3Y | +189.5% | +12.3% | +177.2% | +159.9% |
| All | +195.6% | -66.3% | +261.9% | +198.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling