-43.2%
IONQ vs IVV
+9.9%
-53.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.3% | +23.1% | +22.3% |
| 7D | +8.6% | -2.7% | +11.3% | +19.3% |
| 30D | -21.1% | -5.4% | -15.7% | -3.3% |
| 3M | -17.9% | -4.1% | -13.8% | -3.7% |
| 6M | -37.9% | +0.7% | -38.7% | -36.6% |
| YTD | -27.3% | +8.7% | -36.0% | -40.5% |
| 1Y | -43.2% | +11.0% | -54.2% | -56.6% |
| All | -43.2% | +9.9% | -53.1% | -56.6% |
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