-39.1%
IONQ vs FIVE
+63.0%
-102.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.4% | -8.0% | -8.8% |
| 7D | +16.8% | +2.4% | +14.3% | +15.8% |
| 30D | -11.1% | +15.8% | -27.0% | -16.1% |
| 3M | -31.7% | +3.8% | -35.5% | -33.1% |
| 6M | -44.8% | +18.5% | -63.3% | -48.8% |
| YTD | -31.2% | +31.2% | -62.4% | -42.5% |
| 1Y | -39.1% | +61.8% | -101.0% | -60.2% |
| All | -39.1% | +63.0% | -102.2% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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