+294.8%
IONQ vs GSK
+48.0%
+246.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.3% |
| 7D | +0.8% | -1.8% | +2.6% | +0.9% |
| 30D | -1.0% | -2.2% | +1.1% | -0.9% |
| 3M | -39.8% | -1.8% | -38.0% | -39.8% |
| 6M | +6.4% | -10.6% | +17.0% | +6.9% |
| YTD | -11.9% | +4.4% | -16.3% | -13.0% |
| 1Y | -6.2% | +30.4% | -36.6% | -10.3% |
| 3Y | +125.7% | +60.1% | +65.6% | +100.2% |
| All | +294.8% | +48.0% | +246.8% | +176.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling