+45.7%
IONQ vs FHN
+61.2%
-15.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.5% | -6.9% | -6.7% |
| 7D | -11.5% | +2.1% | -13.6% | -12.4% |
| 30D | -8.1% | +3.8% | -11.9% | -9.9% |
| 3M | -35.8% | -8.9% | -26.8% | -32.5% |
| 6M | -47.7% | +1.8% | -49.6% | -48.5% |
| YTD | -35.6% | +0.6% | -36.2% | -36.1% |
| 1Y | -36.4% | +12.9% | -49.3% | -40.9% |
| 3Y | +150.0% | +126.4% | +23.7% | +81.9% |
| All | +45.7% | +61.2% | -15.5% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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