+294.8%
IONQ vs GE
+430.3%
-135.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.3% |
| 7D | +0.8% | -1.6% | +2.4% | +2.3% |
| 30D | -1.0% | -11.6% | +10.5% | +10.3% |
| 3M | -39.8% | +3.0% | -42.8% | -42.3% |
| 6M | +6.4% | -0.5% | +7.0% | +4.2% |
| YTD | -11.9% | +9.7% | -21.7% | -23.2% |
| 1Y | -6.2% | +20.0% | -26.2% | -24.2% |
| 3Y | +125.7% | +275.8% | -150.1% | -42.1% |
| All | +294.8% | +430.3% | -135.5% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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