+265.9%
IONQ vs FHN
+134.2%
+131.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.8% | +1.2% | -0.4% | +0.2% |
| 30D | -1.0% | -4.7% | +3.7% | +1.4% |
| 3M | -39.8% | +3.5% | -43.4% | -41.2% |
| 6M | +6.4% | +7.8% | -1.4% | +2.1% |
| YTD | -11.9% | +5.9% | -17.8% | -14.7% |
| 1Y | -6.2% | +12.5% | -18.6% | -11.9% |
| 3Y | +125.7% | +117.2% | +8.5% | +67.6% |
| 5Y | +296.0% | +86.5% | +209.4% | +198.7% |
| All | +265.9% | +134.2% | +131.7% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling