-44.7%
IONQ vs GSK
+14.9%
-59.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.0% | -6.5% | +0.5% |
| 7D | -8.9% | +4.9% | -13.9% | -7.0% |
| 30D | -31.3% | +9.9% | -41.1% | -28.2% |
| 3M | -29.2% | +0.2% | -29.4% | -28.7% |
| 6M | -35.4% | +2.3% | -37.8% | -33.7% |
| YTD | -34.2% | +7.1% | -41.2% | -30.8% |
| 1Y | -44.7% | +13.1% | -57.8% | -41.9% |
| All | -44.7% | +14.9% | -59.6% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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