-1.3%
IONQ vs FTV
+19.1%
-20.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.5% |
| 7D | +7.1% | -0.4% | +7.5% | +7.1% |
| 30D | -8.9% | -8.3% | -0.6% | -8.5% |
| 3M | -35.6% | -7.4% | -28.2% | -35.0% |
| 6M | +13.3% | -1.2% | +14.5% | +11.4% |
| YTD | -9.8% | +2.7% | -12.5% | -8.4% |
| 1Y | -1.3% | +18.4% | -19.8% | -3.9% |
| All | -1.3% | +19.1% | -20.5% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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