+265.9%
IONQ vs IONS
+2.1%
+263.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.8% | -4.8% | +5.7% | +3.1% |
| 30D | -1.0% | +7.2% | -8.2% | -4.7% |
| 3M | -39.8% | -22.7% | -17.1% | -34.2% |
| 6M | +6.4% | -26.9% | +33.3% | +19.8% |
| YTD | -11.9% | -26.6% | +14.6% | -1.4% |
| 1Y | -6.2% | -2.1% | -4.0% | -9.6% |
| 3Y | +125.7% | +43.4% | +82.3% | +56.9% |
| 5Y | +296.0% | +47.0% | +249.0% | +155.7% |
| All | +265.9% | +2.1% | +263.8% | +156.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling