+191.0%
IONQ vs GEN
+79.4%
+111.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.6% | +26.1% | +24.4% |
| 7D | +8.6% | +2.3% | +6.3% | +7.3% |
| 30D | -21.1% | +33.1% | -54.1% | -30.7% |
| 3M | -17.9% | +6.5% | -24.4% | -21.5% |
| 6M | -37.9% | +53.8% | -91.7% | -53.5% |
| YTD | -27.3% | +11.2% | -38.5% | -34.2% |
| 1Y | -43.2% | +19.4% | -62.6% | -50.8% |
| 3Y | +191.0% | +81.0% | +110.0% | +134.4% |
| All | +191.0% | +79.4% | +111.6% | +134.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling