+294.8%
IONQ vs OPEN
-83.7%
+378.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.6% | +1.1% |
| 7D | +0.8% | -4.3% | +5.1% | +2.3% |
| 30D | -1.0% | -16.2% | +15.2% | +4.7% |
| 3M | -39.8% | -36.4% | -3.4% | -30.7% |
| 6M | +6.4% | -35.5% | +41.9% | +21.4% |
| YTD | -11.9% | -46.0% | +34.0% | +5.8% |
| 1Y | -6.2% | -47.1% | +41.0% | -2.9% |
| 3Y | +125.7% | -19.0% | +144.7% | +39.2% |
| All | +294.8% | -83.7% | +378.5% | +278.1% |
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