+274.7%
IONQ vs FWONK
+131.3%
+143.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.8% |
| 7D | +7.1% | -2.1% | +9.2% | +8.6% |
| 30D | -8.9% | -7.7% | -1.2% | -4.2% |
| 3M | -35.6% | +9.3% | -44.9% | -40.4% |
| 6M | +13.3% | +13.3% | -0.1% | +0.5% |
| YTD | -9.8% | -3.6% | -6.2% | -10.9% |
| 1Y | -1.3% | -6.8% | +5.4% | +0.3% |
| 3Y | +109.3% | +43.9% | +65.4% | +42.6% |
| 5Y | +304.7% | +94.4% | +210.3% | +151.3% |
| All | +274.7% | +131.3% | +143.4% | +129.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling