+265.9%
IONQ vs IAU
+125.6%
+140.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.8% |
| 7D | +0.8% | -0.5% | +1.3% | +1.2% |
| 30D | -1.0% | +4.4% | -5.5% | -3.1% |
| 3M | -39.8% | -1.1% | -38.8% | -39.2% |
| 6M | +6.4% | -13.7% | +20.2% | +15.1% |
| YTD | -11.9% | +2.7% | -14.7% | -11.0% |
| 1Y | -6.2% | +24.6% | -30.8% | -13.3% |
| 3Y | +125.7% | +126.8% | -1.2% | +47.2% |
| 5Y | +296.0% | +139.5% | +156.5% | +139.4% |
| All | +265.9% | +125.6% | +140.3% | +124.3% |
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