-36.8%
IONQ vs GDXJ
+12.8%
-49.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.0% | +5.0% | +3.1% |
| 7D | +16.7% | +11.8% | +4.9% | +7.8% |
| 30D | -12.3% | -7.1% | -5.2% | -7.7% |
| 3M | -17.7% | -10.5% | -7.2% | -12.4% |
| 6M | -28.9% | -15.5% | -13.4% | -21.3% |
| YTD | -22.0% | -6.6% | -15.4% | -26.0% |
| 1Y | -36.8% | +11.3% | -48.2% | -51.3% |
| All | -36.8% | +12.8% | -49.7% | -51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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