+52.8%
IONQ vs GEN
+32.5%
+20.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -2.6% | +26.1% | +24.8% |
| 7D | +8.6% | +2.3% | +6.3% | +6.8% |
| 30D | -21.1% | +33.1% | -54.1% | -33.4% |
| 3M | -17.9% | +6.5% | -24.4% | -23.1% |
| 6M | -37.9% | +53.8% | -91.7% | -55.8% |
| YTD | -27.3% | +11.2% | -38.5% | -35.5% |
| 1Y | -43.2% | +19.4% | -62.6% | -52.1% |
| 3Y | +191.0% | +81.0% | +110.0% | +81.0% |
| All | +52.8% | +32.5% | +20.3% | +3.4% |
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 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