+191.0%
IONQ vs FIX
+448.6%
-257.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +5.4% | +18.0% | +20.0% |
| 7D | +8.6% | -17.5% | +26.0% | +21.5% |
| 30D | -21.1% | -41.6% | +20.5% | +8.8% |
| 3M | -17.9% | -40.6% | +22.7% | +10.9% |
| 6M | -37.9% | -49.4% | +11.4% | -7.6% |
| YTD | -27.3% | +9.2% | -36.5% | -35.0% |
| 1Y | -43.2% | +6.5% | -49.7% | -48.0% |
| 3Y | +191.0% | +448.7% | -257.7% | -20.5% |
| All | +191.0% | +448.6% | -257.6% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling