+294.8%
IONQ vs GEN
+24.6%
+270.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.6% |
| 7D | +0.8% | -1.2% | +2.0% | +1.5% |
| 30D | -1.0% | +10.1% | -11.2% | -6.9% |
| 3M | -39.8% | +16.1% | -55.9% | -45.7% |
| 6M | +6.4% | +38.9% | -32.4% | -15.9% |
| YTD | -11.9% | +14.4% | -26.4% | -21.2% |
| 1Y | -6.2% | +5.9% | -12.0% | -12.3% |
| 3Y | +125.7% | +58.8% | +66.9% | +59.8% |
| All | +294.8% | +24.6% | +270.2% | +175.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling