+191.0%
IONQ vs FIVN
-55.4%
+246.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -17.6% | +41.1% | +30.1% |
| 7D | +8.6% | -22.6% | +31.2% | +17.8% |
| 30D | -21.1% | -16.8% | -4.3% | -16.9% |
| 3M | -17.9% | -0.9% | -17.0% | -21.2% |
| 6M | -37.9% | +28.4% | -66.4% | -48.4% |
| YTD | -27.3% | +40.2% | -67.6% | -45.2% |
| 1Y | -43.2% | +30.5% | -73.7% | -55.7% |
| 3Y | +191.0% | -56.2% | +247.2% | +261.7% |
| All | +191.0% | -55.4% | +246.4% | +261.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 3y: compounded portfolio wealth divided by compounded FIVN 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…
3y analysis · Full analysis span regression · 6 months rolling