+265.9%
IONQ vs GRMN
+159.9%
+106.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | +0.8% | -2.9% | +3.7% | +3.1% |
| 30D | -1.0% | -8.4% | +7.4% | +6.2% |
| 3M | -39.8% | +15.0% | -54.8% | -47.4% |
| 6M | +6.4% | +11.2% | -4.8% | -4.0% |
| YTD | -11.9% | +37.7% | -49.6% | -33.7% |
| 1Y | -6.2% | +18.5% | -24.6% | -21.1% |
| 3Y | +125.7% | +175.8% | -50.1% | -21.7% |
| 5Y | +296.0% | +75.1% | +220.9% | +53.9% |
| All | +265.9% | +159.9% | +106.1% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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