+281.8%
IONQ vs FRSH
-72.4%
+354.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.4% | -4.4% | -4.9% |
| 7D | +1.3% | -9.6% | +10.9% | +7.7% |
| 30D | -10.3% | -0.4% | -9.9% | -11.3% |
| 3M | -32.7% | +27.2% | -59.9% | -44.6% |
| 6M | +6.3% | +42.2% | -35.9% | -21.0% |
| YTD | -15.0% | -2.6% | -12.4% | -20.1% |
| 1Y | -13.3% | -10.2% | -3.2% | -14.5% |
| 3Y | +97.2% | -45.5% | +142.7% | +164.0% |
| All | +281.8% | -72.4% | +354.2% | +566.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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