+253.1%
IONQ vs GIS
-21.1%
+274.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -6.6% |
| 7D | +1.3% | -8.6% | +9.9% | -3.5% |
| 30D | -10.3% | -0.5% | -9.9% | -10.2% |
| 3M | -32.7% | +11.9% | -44.6% | -27.5% |
| 6M | +6.3% | -11.6% | +17.9% | +1.5% |
| YTD | -15.0% | -16.3% | +1.3% | -20.6% |
| 1Y | -13.3% | -21.8% | +8.4% | -21.1% |
| 3Y | +97.2% | -35.7% | +132.9% | +66.0% |
| 5Y | +278.7% | -22.9% | +301.6% | +263.9% |
| All | +253.1% | -21.1% | +274.2% | +253.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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