+135.8%
IONQ vs FIX
+420.3%
-284.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -11.6% | +1.1% | -3.4% |
| 7D | -16.7% | -27.2% | +10.6% | +0.3% |
| 30D | -38.9% | -46.9% | +8.0% | -11.1% |
| 3M | -33.8% | -44.4% | +10.6% | -7.3% |
| 6M | -44.9% | -50.9% | +6.0% | -16.7% |
| YTD | -41.1% | +3.5% | -44.6% | -45.8% |
| 1Y | -52.3% | -2.1% | -50.2% | -54.3% |
| All | +135.8% | +420.3% | -284.5% | -33.7% |
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