+278.7%
IONQ vs NDAQ
+52.5%
+226.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -4.8% |
| 7D | +1.3% | -1.6% | +2.9% | +3.1% |
| 30D | -10.3% | -1.5% | -8.9% | -9.1% |
| 3M | -32.7% | +8.0% | -40.8% | -41.0% |
| 6M | +6.3% | +7.7% | -1.4% | -7.9% |
| YTD | -15.0% | -2.3% | -12.7% | -16.6% |
| 1Y | -13.3% | +0.6% | -13.9% | -18.9% |
| 3Y | +97.2% | +90.9% | +6.3% | -22.1% |
| 5Y | +278.7% | +52.5% | +226.3% | +124.0% |
| All | +278.7% | +52.5% | +226.2% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling