+214.7%
IONQ vs IONS
-34.1%
+248.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -21.4% | +29.7% | +15.3% |
| 7D | +25.5% | -24.8% | +50.3% | +36.0% |
| 30D | -11.4% | -31.5% | +20.1% | -0.3% |
| 3M | -20.5% | -45.2% | +24.7% | -3.9% |
| 6M | -28.2% | -59.1% | +30.8% | -6.2% |
| YTD | -21.2% | -60.8% | +39.6% | +4.6% |
| 1Y | -40.4% | -57.9% | +17.5% | -22.7% |
| 3Y | +214.7% | -34.5% | +249.2% | +210.6% |
| All | +214.7% | -34.1% | +248.8% | +210.6% |
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