-44.7%
IONQ vs IJR
+24.2%
-68.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -4.4% |
| 7D | -8.9% | +2.3% | -11.2% | -13.6% |
| 30D | -31.3% | +2.8% | -34.1% | -35.2% |
| 3M | -29.2% | -4.6% | -24.6% | -20.9% |
| 6M | -35.4% | +5.7% | -41.1% | -41.1% |
| YTD | -34.2% | +19.9% | -54.1% | -51.2% |
| 1Y | -44.7% | +24.2% | -68.8% | -61.5% |
| All | -44.7% | +24.2% | -68.9% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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