+153.2%
IONQ vs FGI
-70.3%
+223.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | 0.0% | -10.5% | -10.5% |
| 7D | -16.7% | -11.6% | -5.1% | -16.2% |
| 30D | -38.9% | -3.3% | -35.7% | -38.9% |
| 3M | -33.8% | +65.6% | -99.4% | -37.0% |
| 6M | -44.9% | -2.8% | -42.2% | -46.4% |
| YTD | -41.1% | +30.1% | -71.2% | -45.2% |
| 1Y | -52.3% | +50.2% | -102.5% | -56.2% |
| 3Y | +128.2% | -0.4% | +128.7% | +105.9% |
| All | +153.2% | -70.3% | +223.5% | +156.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling