+191.0%
IONQ vs NDAQ
+122.6%
+68.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.3% | +23.1% | +23.2% |
| 7D | +8.6% | +0.8% | +7.8% | +7.7% |
| 30D | -21.1% | +16.5% | -37.6% | -32.3% |
| 3M | -17.9% | +13.5% | -31.4% | -28.1% |
| 6M | -37.9% | +20.9% | -58.9% | -50.7% |
| YTD | -27.3% | +11.4% | -38.7% | -36.7% |
| 1Y | -43.2% | +25.9% | -69.1% | -58.0% |
| 3Y | +191.0% | +119.9% | +71.1% | +14.0% |
| All | +191.0% | +122.6% | +68.4% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling