-44.7%
IONQ vs FIX
+14.3%
-58.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -15.1% | +13.6% | +7.3% |
| 7D | -8.9% | -18.9% | +10.0% | +2.1% |
| 30D | -31.3% | -36.3% | +5.0% | -10.5% |
| 3M | -29.2% | -38.5% | +9.3% | -6.3% |
| 6M | -35.4% | -42.3% | +6.8% | -11.2% |
| YTD | -34.2% | +17.1% | -51.3% | -48.6% |
| 1Y | -44.7% | +14.4% | -59.1% | -56.2% |
| All | -44.7% | +14.3% | -58.9% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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