+167.2%
IONQ vs IT
-53.6%
+220.8%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -1.1% | -8.3% | -9.2% |
| 7D | +16.8% | -3.7% | +20.4% | +17.5% |
| 30D | -11.1% | -3.1% | -8.0% | -11.8% |
| 3M | -31.7% | +6.3% | -38.1% | -34.5% |
| 6M | -44.8% | +24.8% | -69.5% | -51.1% |
| YTD | -31.2% | -24.4% | -6.9% | -23.3% |
| 1Y | -39.1% | -17.1% | -22.1% | -36.3% |
| All | +167.2% | -53.6% | +220.8% | +344.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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