-36.2%
IONQ vs IAU
+1.0%
-37.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.8% | +6.5% | +6.7% |
| 7D | +25.5% | +4.9% | +20.6% | +19.7% |
| 30D | -11.4% | -1.4% | -10.0% | -10.1% |
| 3M | -20.5% | -4.8% | -15.7% | -16.7% |
| 6M | -28.2% | -12.5% | -15.8% | -18.9% |
| YTD | -21.2% | -4.2% | -17.1% | -16.3% |
| All | -36.2% | +1.0% | -37.2% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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