+294.8%
IONQ vs FIX
+2,061.9%
-1,767.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | 0.0% |
| 7D | +0.8% | +6.0% | -5.2% | -3.1% |
| 30D | -1.0% | -7.2% | +6.2% | +3.9% |
| 3M | -39.8% | -15.9% | -24.0% | -33.0% |
| 6M | +6.4% | +12.7% | -6.3% | -3.4% |
| YTD | -11.9% | +72.8% | -84.7% | -41.5% |
| 1Y | -6.2% | +122.9% | -129.0% | -48.6% |
| 3Y | +125.7% | +774.3% | -648.6% | -60.0% |
| All | +294.8% | +2,061.9% | -1,767.1% | -62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling