-36.2%
IONQ vs GIS
-20.3%
-15.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.8% | +10.1% | +7.2% |
| 7D | +25.5% | +0.4% | +25.1% | +26.1% |
| 30D | -11.4% | +10.1% | -21.5% | -5.8% |
| 3M | -20.5% | -3.7% | -16.8% | -21.4% |
| 6M | -28.2% | +4.3% | -32.5% | -23.8% |
| YTD | -21.2% | -19.8% | -1.4% | -32.1% |
| All | -36.2% | -20.3% | -15.9% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling