+144.7%
IONQ vs GEN
+64.7%
+80.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.9% | -9.6% | -10.1% |
| 7D | -16.7% | +8.5% | -25.2% | -20.0% |
| 30D | -38.9% | +34.2% | -73.2% | -47.6% |
| 3M | -33.8% | +10.0% | -43.8% | -38.4% |
| 6M | -44.9% | +56.8% | -101.7% | -59.4% |
| YTD | -41.1% | +14.2% | -55.3% | -47.6% |
| 1Y | -52.3% | +20.8% | -73.1% | -59.1% |
| 3Y | +128.2% | +84.1% | +44.2% | +54.0% |
| 5Y | +37.2% | +37.1% | +0.1% | +4.3% |
| All | +144.7% | +64.7% | +80.0% | +83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling