+56.9%
IONQ vs FIVE
+19.1%
+37.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +5.6% | +2.7% | +5.2% |
| 7D | +25.5% | +6.2% | +19.3% | +21.3% |
| 30D | -11.4% | +18.2% | -29.6% | -19.5% |
| 3M | -20.5% | +3.8% | -24.3% | -23.0% |
| 6M | -28.2% | +13.7% | -42.0% | -35.3% |
| YTD | -21.2% | +34.7% | -56.0% | -35.6% |
| 1Y | -40.4% | +66.6% | -107.0% | -57.0% |
| 3Y | +214.7% | +44.3% | +170.4% | +124.8% |
| 5Y | +56.9% | +18.8% | +38.1% | +52.7% |
| All | +56.9% | +19.1% | +37.7% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling