+227.2%
IONQ vs GEN
+60.4%
+166.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | 0.0% | +8.3% | +8.3% |
| 7D | +25.5% | -0.3% | +25.8% | +25.2% |
| 30D | -11.4% | +28.2% | -39.6% | -22.5% |
| 3M | -20.5% | +2.6% | -23.1% | -23.6% |
| 6M | -28.2% | +32.7% | -60.9% | -41.4% |
| YTD | -21.2% | +11.3% | -32.5% | -29.3% |
| 1Y | -40.4% | +17.9% | -58.3% | -48.4% |
| 3Y | +214.7% | +66.3% | +148.4% | +124.0% |
| 5Y | +56.9% | +31.7% | +25.2% | +20.6% |
| All | +227.2% | +60.4% | +166.8% | +147.1% |
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