+163.5%
IONQ vs IP
+17.6%
+145.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.0% |
| 7D | -8.9% | +3.4% | -12.3% | -10.1% |
| 30D | -31.3% | +11.2% | -42.5% | -33.7% |
| 3M | -29.2% | -14.8% | -14.4% | -26.0% |
| 6M | -35.4% | +17.3% | -52.7% | -39.4% |
| YTD | -34.2% | -6.2% | -28.0% | -34.8% |
| 1Y | -44.7% | +2.3% | -47.0% | -47.0% |
| All | +163.5% | +17.6% | +145.9% | +147.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling