-44.7%
IONQ vs GEN
+20.2%
-64.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.0% | -5.5% | -2.3% |
| 7D | -8.9% | +26.9% | -35.8% | -14.1% |
| 30D | -31.3% | +38.6% | -69.9% | -36.7% |
| 3M | -29.2% | +9.7% | -38.9% | -30.8% |
| 6M | -35.4% | +58.9% | -94.3% | -51.1% |
| YTD | -34.2% | +15.3% | -49.5% | -48.6% |
| 1Y | -44.7% | +21.8% | -66.4% | -56.7% |
| All | -44.7% | +20.2% | -64.8% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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