+45.7%
IONQ vs IT
-42.2%
+87.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.7% | -7.1% | -6.7% |
| 7D | -11.5% | +1.1% | -12.5% | -11.9% |
| 30D | -8.1% | -1.8% | -6.2% | -9.6% |
| 3M | -35.8% | +4.8% | -40.6% | -40.2% |
| 6M | -47.7% | +33.0% | -80.8% | -61.0% |
| YTD | -35.6% | -23.8% | -11.8% | -29.6% |
| 1Y | -36.4% | -16.5% | -19.9% | -36.4% |
| 3Y | +150.0% | -53.6% | +203.7% | +319.7% |
| All | +45.7% | -42.2% | +87.9% | +102.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling