+268.4%
IONQ vs FND
-62.8%
+331.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.4% |
| 7D | -5.6% | -5.1% | -0.5% | -2.4% |
| 30D | -15.2% | -22.5% | +7.3% | -0.3% |
| 3M | -34.9% | -5.0% | -29.9% | -35.2% |
| 6M | +4.9% | -21.5% | +26.4% | +17.7% |
| YTD | -17.9% | -23.0% | +5.1% | -7.4% |
| 1Y | -16.0% | -44.9% | +28.9% | +17.9% |
| 3Y | +90.5% | -50.0% | +140.5% | +151.4% |
| 5Y | +268.4% | -63.3% | +331.7% | +632.1% |
| All | +268.4% | -62.8% | +331.2% | +632.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling