+167.4%
IONQ vs NDAQ
+163.1%
+4.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.2% | -6.3% | -6.2% |
| 7D | -11.5% | +1.3% | -12.7% | -12.5% |
| 30D | -8.1% | +18.0% | -26.0% | -24.1% |
| 3M | -35.8% | +11.5% | -47.3% | -43.7% |
| 6M | -47.7% | +21.1% | -68.8% | -59.9% |
| YTD | -35.6% | +12.8% | -48.4% | -46.5% |
| 1Y | -36.4% | +25.7% | -62.1% | -53.9% |
| 3Y | +150.0% | +116.8% | +33.2% | -7.4% |
| 5Y | +43.3% | +67.3% | -23.9% | -27.8% |
| All | +167.4% | +163.1% | +4.3% | -0.6% |
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