+294.8%
IONQ vs ON
+62.4%
+232.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +0.6% |
| 7D | +0.8% | +2.4% | -1.6% | -0.7% |
| 30D | -1.0% | -3.3% | +2.3% | +1.7% |
| 3M | -39.8% | -43.6% | +3.8% | -15.8% |
| 6M | +6.4% | +19.0% | -12.5% | -11.1% |
| YTD | -11.9% | +37.4% | -49.3% | -34.3% |
| 1Y | -6.2% | +54.8% | -60.9% | -36.5% |
| 3Y | +125.7% | -25.2% | +150.9% | +131.8% |
| All | +294.8% | +62.4% | +232.4% | +113.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling