-43.2%
IONQ vs M
+15.5%
-58.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -4.6% | +28.0% | +24.1% |
| 7D | +8.6% | -4.3% | +12.9% | +9.3% |
| 30D | -21.1% | +1.3% | -22.4% | -21.4% |
| 3M | -17.9% | -7.4% | -10.5% | -16.9% |
| 6M | -37.9% | +18.3% | -56.3% | -40.0% |
| YTD | -27.3% | +7.6% | -34.9% | -30.3% |
| 1Y | -43.2% | +17.4% | -60.6% | -47.2% |
| All | -43.2% | +15.5% | -58.7% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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