+265.9%
IONQ vs ITOT
+109.8%
+156.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +2.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.6% |
| 30D | -1.0% | 0.0% | -1.0% | -0.4% |
| 3M | -39.8% | +2.0% | -41.8% | -41.3% |
| 6M | +6.4% | +13.0% | -6.6% | -18.7% |
| YTD | -11.9% | +14.0% | -25.9% | -33.5% |
| 1Y | -6.2% | +19.9% | -26.1% | -36.7% |
| 3Y | +125.7% | +75.8% | +49.9% | -32.3% |
| 5Y | +296.0% | +73.8% | +222.1% | +44.2% |
| All | +265.9% | +109.8% | +156.1% | +3.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling