+294.8%
IONQ vs IP
-17.2%
+312.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.4% |
| 7D | +0.8% | -5.3% | +6.1% | +2.9% |
| 30D | -1.0% | -10.9% | +9.8% | +3.4% |
| 3M | -39.8% | +11.2% | -51.0% | -43.2% |
| 6M | +6.4% | -10.2% | +16.7% | +9.1% |
| YTD | -11.9% | -2.0% | -9.9% | -14.2% |
| 1Y | -6.2% | -19.1% | +12.9% | -1.2% |
| 3Y | +125.7% | +20.9% | +104.8% | +85.4% |
| All | +294.8% | -17.2% | +312.0% | +199.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling