+215.4%
IONQ vs GEN
+64.9%
+150.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.7% | -3.6% |
| 7D | +15.3% | -0.8% | +16.1% | +15.5% |
| 30D | -6.1% | +31.2% | -37.3% | -18.7% |
| 3M | -21.6% | +6.1% | -27.7% | -25.9% |
| 6M | -40.1% | +38.1% | -78.2% | -52.1% |
| YTD | -24.1% | +14.4% | -38.5% | -32.7% |
| 1Y | -37.4% | +15.1% | -52.5% | -44.8% |
| 3Y | +219.5% | +68.5% | +151.0% | +126.5% |
| 5Y | +76.9% | +35.8% | +41.1% | +34.2% |
| All | +215.4% | +64.9% | +150.5% | +135.1% |
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