+266.8%
IONQ vs FWONK
+97.7%
+169.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.4% |
| 7D | -7.0% | +0.1% | -7.1% | -7.2% |
| 30D | -18.7% | -7.7% | -11.0% | -14.0% |
| 3M | -36.6% | +5.7% | -42.3% | -40.3% |
| 6M | +7.2% | +13.5% | -6.2% | -6.3% |
| YTD | -18.1% | -3.0% | -15.1% | -19.7% |
| 1Y | -21.9% | -6.4% | -15.5% | -20.8% |
| 3Y | +86.7% | +43.8% | +42.9% | +18.3% |
| All | +266.8% | +97.7% | +169.1% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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