+52.8%
IONQ vs IONS
+17.1%
+35.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +1.6% | +21.8% | +22.5% |
| 7D | +8.6% | -9.4% | +18.0% | +15.0% |
| 30D | -21.1% | -10.7% | -10.4% | -15.6% |
| 3M | -17.9% | -27.7% | +9.8% | -2.7% |
| 6M | -37.9% | -48.7% | +10.8% | -14.6% |
| YTD | -27.3% | -50.2% | +22.9% | +1.4% |
| 1Y | -43.2% | -46.8% | +3.6% | -23.5% |
| 3Y | +191.0% | -14.8% | +205.8% | +164.9% |
| All | +52.8% | +17.1% | +35.7% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling