-36.4%
IONQ vs IVV
+12.1%
-48.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.4% | -6.0% | -5.0% |
| 7D | -11.5% | +2.6% | -14.0% | -18.9% |
| 30D | -8.1% | -2.0% | -6.1% | -0.4% |
| 3M | -35.8% | -2.8% | -33.0% | -27.9% |
| 6M | -47.7% | +2.2% | -49.9% | -49.3% |
| YTD | -35.6% | +11.5% | -47.2% | -52.2% |
| 1Y | -36.4% | +13.5% | -49.9% | -55.6% |
| All | -36.4% | +12.1% | -48.5% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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