-36.4%
IONQ vs ITOT
+12.1%
-48.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -5.0% |
| 7D | -11.5% | +2.5% | -14.0% | -18.9% |
| 30D | -8.1% | -1.7% | -6.4% | -1.3% |
| 3M | -35.8% | -3.4% | -32.4% | -25.8% |
| 6M | -47.7% | +2.1% | -49.8% | -49.1% |
| YTD | -35.6% | +11.5% | -47.1% | -52.1% |
| 1Y | -36.4% | +13.6% | -50.0% | -55.5% |
| All | -36.4% | +12.1% | -48.5% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling