-35.7%
IONQ vs GM
+25.8%
-61.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.5% |
| 7D | +16.7% | +0.4% | +16.3% | +16.2% |
| 30D | -12.3% | +7.2% | -19.5% | -16.3% |
| 3M | -17.7% | +1.0% | -18.8% | -18.8% |
| 6M | -28.9% | +13.0% | -42.0% | -35.7% |
| YTD | -22.0% | +9.8% | -31.8% | -28.8% |
| All | -35.7% | +25.8% | -61.5% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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