+224.0%
IONQ vs NDAQ
+166.9%
+57.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -2.5% |
| 7D | +16.7% | +2.9% | +13.8% | +13.5% |
| 30D | -12.3% | +17.5% | -29.8% | -27.2% |
| 3M | -17.7% | +15.4% | -33.2% | -30.7% |
| 6M | -28.9% | +24.6% | -53.5% | -47.4% |
| YTD | -22.0% | +14.4% | -36.4% | -36.2% |
| 1Y | -36.8% | +26.9% | -63.7% | -54.7% |
| 3Y | +228.2% | +119.8% | +108.4% | +19.6% |
| 5Y | +91.9% | +70.5% | +21.4% | -5.3% |
| All | +224.0% | +166.9% | +57.1% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling