+224.0%
IONQ vs GEN
+61.5%
+162.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | +16.7% | +1.0% | +15.7% | +15.8% |
| 30D | -12.3% | +29.1% | -41.4% | -23.5% |
| 3M | -17.7% | +2.9% | -20.6% | -21.1% |
| 6M | -28.9% | +33.6% | -62.6% | -42.2% |
| YTD | -22.0% | +12.0% | -34.1% | -30.2% |
| 1Y | -36.8% | +16.2% | -53.0% | -44.7% |
| 3Y | +228.2% | +65.1% | +163.2% | +134.9% |
| 5Y | +91.9% | +33.3% | +58.6% | +47.0% |
| All | +224.0% | +61.5% | +162.4% | +143.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling