+265.9%
IONQ vs NDAQ
+134.2%
+131.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.1% | +3.3% |
| 7D | +0.8% | -2.4% | +3.3% | +3.6% |
| 30D | -1.0% | +2.5% | -3.5% | -4.0% |
| 3M | -39.8% | +9.9% | -49.7% | -47.8% |
| 6M | +6.4% | +9.4% | -3.0% | -8.5% |
| YTD | -11.9% | +0.4% | -12.3% | -16.0% |
| 1Y | -6.2% | +4.0% | -10.2% | -15.1% |
| 3Y | +125.7% | +94.4% | +31.3% | -5.7% |
| 5Y | +296.0% | +56.7% | +239.3% | +121.1% |
| All | +265.9% | +134.2% | +131.7% | +56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling