+37.2%
IONQ vs IP
-12.5%
+49.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.0% | -6.6% | -8.8% |
| 7D | -16.7% | -5.0% | -11.7% | -14.9% |
| 30D | -38.9% | +6.5% | -45.5% | -40.7% |
| 3M | -33.8% | -18.0% | -15.8% | -28.2% |
| 6M | -44.9% | +10.3% | -55.3% | -48.3% |
| YTD | -41.1% | -9.9% | -31.2% | -40.9% |
| 1Y | -52.3% | -1.1% | -51.2% | -54.4% |
| 3Y | +128.2% | +13.0% | +115.2% | +83.0% |
| 5Y | +37.2% | -12.3% | +49.4% | +20.4% |
| All | +37.2% | -12.5% | +49.6% | +20.4% |
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