-37.9%
IONQ vs FTV
+7.0%
-45.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.1% | +23.5% | +23.4% |
| 7D | +8.6% | +0.2% | +8.4% | +9.3% |
| 30D | -21.1% | +15.7% | -36.8% | -20.1% |
| 3M | -17.9% | +7.5% | -25.4% | -18.6% |
| 6M | -37.9% | +8.5% | -46.4% | -33.7% |
| All | -37.9% | +7.0% | -45.0% | -33.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling