+45.7%
IONQ vs FITB
+48.6%
-2.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.5% | -7.4% |
| 7D | -11.5% | +2.8% | -14.2% | -13.4% |
| 30D | -8.1% | +9.8% | -17.9% | -15.4% |
| 3M | -35.8% | -5.2% | -30.6% | -32.9% |
| 6M | -47.7% | +17.3% | -65.1% | -55.5% |
| YTD | -35.6% | +19.3% | -54.9% | -46.4% |
| 1Y | -36.4% | +32.7% | -69.1% | -52.2% |
| 3Y | +150.0% | +141.6% | +8.5% | +14.3% |
| All | +45.7% | +48.6% | -2.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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