+227.2%
IONQ vs ON
+109.1%
+118.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +9.2% | -0.8% | +2.7% |
| 7D | +25.5% | -1.4% | +26.9% | +26.9% |
| 30D | -11.4% | -10.9% | -0.5% | -4.3% |
| 3M | -20.5% | -14.9% | -5.6% | -12.6% |
| 6M | -28.2% | -33.0% | +4.8% | -12.4% |
| YTD | -21.2% | +27.6% | -48.9% | -37.9% |
| 1Y | -40.4% | +44.5% | -84.9% | -56.8% |
| 3Y | +214.7% | +7.4% | +207.3% | +148.6% |
| 5Y | +56.9% | +18.7% | +38.1% | +12.9% |
| All | +227.2% | +109.1% | +118.1% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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