+227.2%
IONQ vs GIS
-24.3%
+251.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.8% | +10.1% | +7.3% |
| 7D | +25.5% | +0.4% | +25.1% | +26.3% |
| 30D | -11.4% | +10.1% | -21.5% | -5.9% |
| 3M | -20.5% | -3.7% | -16.8% | -20.9% |
| 6M | -28.2% | +4.3% | -32.5% | -24.3% |
| YTD | -21.2% | -19.8% | -1.4% | -27.3% |
| 1Y | -40.4% | -20.5% | -19.9% | -45.0% |
| 3Y | +214.7% | -38.3% | +253.0% | +160.6% |
| 5Y | +56.9% | -32.2% | +89.0% | +44.8% |
| All | +227.2% | -24.3% | +251.6% | +223.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling