+76.9%
IONQ vs OPEN
-94.2%
+171.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.2% | -6.9% | -4.0% |
| 7D | +15.3% | -31.1% | +46.4% | +26.9% |
| 30D | -6.1% | -34.7% | +28.6% | +4.5% |
| 3M | -21.6% | -61.9% | +40.3% | +3.6% |
| 6M | -40.1% | -71.9% | +31.7% | -13.4% |
| YTD | -24.1% | -76.6% | +52.5% | +15.4% |
| 1Y | -37.4% | -83.9% | +46.5% | +6.7% |
| 3Y | +219.5% | -34.4% | +253.9% | +92.7% |
| 5Y | +76.9% | -93.9% | +170.9% | +187.7% |
| All | +76.9% | -94.2% | +171.1% | +187.7% |
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