+265.9%
IONQ vs FIVE
+44.1%
+221.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.1% | -3.8% | -1.5% |
| 7D | +0.8% | +4.3% | -3.4% | -1.5% |
| 30D | -1.0% | +12.5% | -13.5% | -7.4% |
| 3M | -39.8% | +31.2% | -71.0% | -48.6% |
| 6M | +6.4% | +14.4% | -7.9% | -3.3% |
| YTD | -11.9% | +33.9% | -45.8% | -26.6% |
| 1Y | -6.2% | +65.1% | -71.2% | -31.0% |
| 3Y | +125.7% | +49.0% | +76.7% | +58.9% |
| 5Y | +296.0% | +30.3% | +265.7% | +192.2% |
| All | +265.9% | +44.1% | +221.9% | +153.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling