+191.0%
IONQ vs FGI
+1.5%
+189.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.4% |
| 7D | +8.6% | -7.0% | +15.5% | +8.9% |
| 30D | -21.1% | -4.2% | -16.9% | -21.0% |
| 3M | -17.9% | +55.6% | -73.5% | -20.9% |
| 6M | -37.9% | -3.2% | -34.8% | -39.3% |
| YTD | -27.3% | +29.1% | -56.4% | -31.4% |
| 1Y | -43.2% | +51.0% | -94.2% | -46.9% |
| 3Y | +191.0% | +1.5% | +189.5% | +169.3% |
| All | +191.0% | +1.5% | +189.5% | +169.3% |
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