+294.8%
IONQ vs ONTO
+243.6%
+51.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.2% | -4.9% | -2.8% |
| 7D | +0.8% | -1.0% | +1.8% | +1.3% |
| 30D | -1.0% | -2.9% | +1.9% | -0.1% |
| 3M | -39.8% | -2.5% | -37.4% | -41.7% |
| 6M | +6.4% | +28.2% | -21.8% | -16.7% |
| YTD | -11.9% | +69.8% | -81.7% | -44.0% |
| 1Y | -6.2% | +162.9% | -169.0% | -56.3% |
| 3Y | +125.7% | +95.9% | +29.8% | +0.5% |
| All | +294.8% | +243.6% | +51.2% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling