+108.3%
IONQ vs FGI
-4.4%
+112.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +7.5% | -6.3% | +1.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.8% |
| 30D | -1.0% | +65.4% | -66.4% | -4.6% |
| 3M | -39.8% | +23.5% | -63.3% | -41.4% |
| 6M | +6.4% | +60.5% | -54.1% | -0.1% |
| YTD | -11.9% | +30.0% | -41.9% | -16.6% |
| 1Y | -6.2% | +82.1% | -88.2% | -13.3% |
| All | +108.3% | -4.4% | +112.7% | +91.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling