+202.0%
IONQ vs IAU
+106.7%
+95.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +23.9% |
| 7D | +8.6% | +4.7% | +3.8% | +5.2% |
| 30D | -21.1% | -0.9% | -20.2% | -20.7% |
| 3M | -17.9% | -4.4% | -13.5% | -15.5% |
| 6M | -37.9% | -13.5% | -24.4% | -32.4% |
| YTD | -27.3% | -5.9% | -21.4% | -22.7% |
| 1Y | -43.2% | +1.9% | -45.1% | -41.6% |
| 3Y | +191.0% | +104.1% | +86.9% | +101.2% |
| 5Y | +69.3% | +121.0% | -51.7% | +7.5% |
| All | +202.0% | +106.7% | +95.4% | +94.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling