+202.0%
IONQ vs IP
-5.5%
+207.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.8% | +22.6% | +23.1% |
| 7D | +8.6% | -5.1% | +13.6% | +10.7% |
| 30D | -21.1% | +8.5% | -29.6% | -23.5% |
| 3M | -17.9% | -13.8% | -4.0% | -13.4% |
| 6M | -37.9% | +5.7% | -43.7% | -40.1% |
| YTD | -27.3% | -9.1% | -18.2% | -27.1% |
| 1Y | -43.2% | -0.8% | -42.4% | -45.1% |
| 3Y | +191.0% | +14.8% | +176.2% | +153.2% |
| 5Y | +69.3% | -11.5% | +80.8% | +53.9% |
| All | +202.0% | -5.5% | +207.5% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling