-1.3%
IONQ vs FIG
-58.0%
+56.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.7% | +8.1% | +3.4% |
| 7D | +7.1% | -16.4% | +23.5% | +10.4% |
| 30D | -8.9% | -2.3% | -6.6% | -9.1% |
| 3M | -35.6% | +7.8% | -43.4% | -38.2% |
| 6M | +13.3% | -21.8% | +35.1% | +17.0% |
| YTD | -9.8% | -39.1% | +29.3% | +4.6% |
| 1Y | -1.3% | -56.6% | +55.3% | +35.2% |
| All | -1.3% | -58.0% | +56.7% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 1y: compounded portfolio wealth divided by compounded FIG 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…
1y analysis · Full analysis span regression · 6 months rolling