+108.3%
IONQ vs OPEN
-17.1%
+125.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.1% |
| 7D | +0.8% | -4.3% | +5.1% | +1.9% |
| 30D | -1.0% | -16.2% | +15.2% | +3.4% |
| 3M | -39.8% | -36.4% | -3.4% | -32.9% |
| 6M | +6.4% | -35.5% | +41.9% | +18.0% |
| YTD | -11.9% | -46.0% | +34.0% | +1.4% |
| 1Y | -6.2% | -47.1% | +41.0% | -1.6% |
| All | +108.3% | -17.1% | +125.4% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling