+202.0%
IONQ vs NDAQ
+159.8%
+42.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +0.3% | +23.1% | +23.1% |
| 7D | +8.6% | +0.8% | +7.8% | +7.5% |
| 30D | -21.1% | +16.5% | -37.6% | -34.0% |
| 3M | -17.9% | +13.5% | -31.4% | -29.7% |
| 6M | -37.9% | +20.9% | -58.9% | -52.6% |
| YTD | -27.3% | +11.4% | -38.7% | -38.9% |
| 1Y | -43.2% | +25.9% | -69.1% | -59.1% |
| 3Y | +191.0% | +119.9% | +71.1% | +5.4% |
| 5Y | +69.3% | +61.7% | +7.5% | -11.8% |
| All | +202.0% | +159.8% | +42.2% | +13.6% |
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 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