+173.5%
IONQ vs IP
-2.4%
+175.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -2.0% |
| 7D | -8.9% | +3.4% | -12.3% | -10.3% |
| 30D | -31.3% | +11.2% | -42.5% | -34.0% |
| 3M | -29.2% | -14.8% | -14.4% | -25.3% |
| 6M | -35.4% | +17.3% | -52.7% | -40.1% |
| YTD | -34.2% | -6.2% | -28.0% | -34.8% |
| 1Y | -44.7% | +2.3% | -47.0% | -47.2% |
| 3Y | +155.1% | +17.7% | +137.4% | +119.7% |
| 5Y | +79.8% | -8.4% | +88.2% | +61.4% |
| All | +173.5% | -2.4% | +175.9% | +137.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling