+191.0%
IONQ vs FND
-36.7%
+227.7%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.6% |
| 7D | +8.6% | +7.7% | +0.9% | +4.7% |
| 30D | -21.1% | +11.9% | -32.9% | -25.3% |
| 3M | -17.9% | -14.6% | -3.3% | -12.7% |
| 6M | -37.9% | +0.5% | -38.4% | -40.3% |
| YTD | -27.3% | -15.8% | -11.5% | -23.8% |
| 1Y | -43.2% | -12.9% | -30.3% | -41.8% |
| 3Y | +191.0% | -34.2% | +225.1% | +126.5% |
| All | +191.0% | -36.7% | +227.7% | +126.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling