+52.8%
IONQ vs FND
-61.6%
+114.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.4% | +23.8% | +23.7% |
| 7D | +8.6% | +7.7% | +0.9% | +2.6% |
| 30D | -21.1% | +11.9% | -32.9% | -27.6% |
| 3M | -17.9% | -14.6% | -3.3% | -10.5% |
| 6M | -37.9% | +0.5% | -38.4% | -42.1% |
| YTD | -27.3% | -15.8% | -11.5% | -23.8% |
| 1Y | -43.2% | -12.9% | -30.3% | -42.6% |
| 3Y | +191.0% | -34.2% | +225.1% | +200.7% |
| All | +52.8% | -61.6% | +114.4% | +394.4% |
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