+202.0%
IONQ vs IT
+18.9%
+183.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.0% | +27.4% | +25.2% |
| 7D | +8.6% | -16.9% | +25.5% | +16.3% |
| 30D | -21.1% | +2.3% | -23.4% | -24.1% |
| 3M | -17.9% | +2.9% | -20.7% | -22.7% |
| 6M | -37.9% | +25.9% | -63.8% | -51.3% |
| YTD | -27.3% | -24.6% | -2.7% | -21.4% |
| 1Y | -43.2% | -16.0% | -27.2% | -43.9% |
| 3Y | +191.0% | -51.6% | +242.6% | +336.8% |
| 5Y | +69.3% | -42.6% | +111.9% | +106.9% |
| All | +202.0% | +18.9% | +183.1% | +231.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling