+224.0%
IONQ vs INDA
+36.0%
+187.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.9% |
| 7D | +16.7% | +6.2% | +10.5% | +7.3% |
| 30D | -12.3% | +12.4% | -24.6% | -26.0% |
| 3M | -17.7% | +3.2% | -20.9% | -21.2% |
| 6M | -28.9% | +3.8% | -32.7% | -32.5% |
| YTD | -22.0% | -4.3% | -17.7% | -16.4% |
| 1Y | -36.8% | -4.5% | -32.3% | -32.0% |
| 3Y | +228.2% | +17.1% | +211.1% | +150.3% |
| 5Y | +91.9% | +11.0% | +80.9% | +54.6% |
| All | +224.0% | +36.0% | +187.9% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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