+52.8%
IONQ vs OPEN
-93.8%
+146.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -21.8% | +45.2% | +30.4% |
| 7D | +8.6% | -22.2% | +30.8% | +14.5% |
| 30D | -21.1% | -38.3% | +17.2% | -10.2% |
| 3M | -17.9% | -59.4% | +41.5% | +6.6% |
| 6M | -37.9% | -74.4% | +36.4% | -7.4% |
| YTD | -27.3% | -76.0% | +48.7% | +10.0% |
| 1Y | -43.2% | -78.7% | +35.5% | -12.2% |
| 3Y | +191.0% | -30.0% | +221.0% | +70.0% |
| All | +52.8% | -93.8% | +146.6% | +135.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling