+227.2%
IONQ vs FIX
+2,064.0%
-1,836.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +9.4% | -1.1% | +2.4% |
| 7D | +25.5% | -7.2% | +32.7% | +30.6% |
| 30D | -11.4% | -35.1% | +23.7% | +14.5% |
| 3M | -20.5% | -34.3% | +13.8% | +1.0% |
| 6M | -28.2% | -42.9% | +14.7% | -0.8% |
| YTD | -21.2% | +19.5% | -40.7% | -33.4% |
| 1Y | -40.4% | +16.8% | -57.2% | -48.5% |
| 3Y | +214.7% | +506.7% | -292.0% | -15.1% |
| 5Y | +56.9% | +1,046.7% | -989.8% | -73.1% |
| All | +227.2% | +2,064.0% | -1,836.8% | -48.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling