-43.2%
IONQ vs IONS
-47.1%
+3.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.6% | +21.8% | +22.8% |
| 7D | +8.6% | -9.4% | +18.0% | +12.9% |
| 30D | -21.1% | -10.7% | -10.4% | -17.4% |
| 3M | -17.9% | -27.7% | +9.8% | -8.9% |
| 6M | -37.9% | -48.7% | +10.8% | -27.3% |
| YTD | -27.3% | -50.2% | +22.9% | -14.2% |
| 1Y | -43.2% | -46.8% | +3.6% | -38.7% |
| All | -43.2% | -47.1% | +3.9% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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