+227.2%
IONQ vs ONTO
+302.1%
-74.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +12.0% | -3.6% | +0.8% |
| 7D | +25.5% | +1.4% | +24.1% | +24.4% |
| 30D | -11.4% | -34.1% | +22.7% | +14.2% |
| 3M | -20.5% | -37.1% | +16.6% | +3.2% |
| 6M | -28.2% | -31.8% | +3.6% | -14.6% |
| YTD | -21.2% | +22.9% | -44.2% | -37.6% |
| 1Y | -40.4% | +39.5% | -79.9% | -56.6% |
| 3Y | +214.7% | +57.7% | +157.0% | +73.8% |
| 5Y | +56.9% | +115.8% | -59.0% | -31.8% |
| All | +227.2% | +302.1% | -74.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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