+135.8%
IONQ vs IONS
-17.7%
+153.5%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -3.4% | -7.2% | -9.3% |
| 7D | -16.7% | -12.6% | -4.1% | -12.3% |
| 30D | -38.9% | -11.8% | -27.1% | -35.8% |
| 3M | -33.8% | -28.4% | -5.4% | -25.6% |
| 6M | -44.9% | -48.4% | +3.5% | -32.2% |
| YTD | -41.1% | -51.0% | +9.9% | -26.1% |
| 1Y | -52.3% | -48.0% | -4.3% | -41.3% |
| All | +135.8% | -17.7% | +153.5% | +110.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling