-43.2%
IONQ vs FTV
+29.5%
-72.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.1% | +23.5% | +23.4% |
| 7D | +8.6% | +0.2% | +8.4% | +8.9% |
| 30D | -21.1% | +15.7% | -36.8% | -21.4% |
| 3M | -17.9% | +7.5% | -25.4% | -18.3% |
| 6M | -37.9% | +8.5% | -46.4% | -38.0% |
| YTD | -27.3% | +18.8% | -46.1% | -25.7% |
| 1Y | -43.2% | +28.5% | -71.7% | -39.0% |
| All | -43.2% | +29.5% | -72.7% | -39.0% |
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