+228.2%
IONQ vs OPEN
-35.1%
+263.4%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -7.1% | +6.1% | +0.7% |
| 7D | +16.7% | -24.7% | +41.4% | +22.2% |
| 30D | -12.3% | -41.0% | +28.7% | -2.4% |
| 3M | -17.7% | -62.4% | +44.6% | +1.8% |
| 6M | -28.9% | -73.9% | +44.9% | -4.6% |
| YTD | -22.0% | -77.5% | +55.5% | +7.9% |
| 1Y | -36.8% | -83.6% | +46.8% | -6.8% |
| 3Y | +228.2% | -37.0% | +265.3% | +118.9% |
| All | +228.2% | -35.1% | +263.4% | +118.9% |
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