-41.1%
IONQ vs FND
-13.7%
-27.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.6% |
| 7D | +8.6% | +7.7% | +0.9% | +5.6% |
| 30D | -21.1% | +11.9% | -32.9% | -24.4% |
| 3M | -17.9% | -14.6% | -3.3% | -13.5% |
| 6M | -37.9% | +0.5% | -38.4% | -39.8% |
| YTD | -27.3% | -15.8% | -11.5% | -20.4% |
| All | -41.1% | -13.7% | -27.3% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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