-44.7%
IONQ vs PATH
-10.3%
-34.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -2.7% |
| 7D | -8.9% | -4.8% | -4.1% | -7.0% |
| 30D | -31.3% | +2.7% | -33.9% | -31.9% |
| 3M | -29.2% | -4.2% | -25.0% | -30.0% |
| 6M | -35.4% | +24.7% | -60.2% | -45.4% |
| YTD | -34.2% | -17.6% | -16.6% | -31.4% |
| 1Y | -44.7% | -5.3% | -39.3% | -49.5% |
| All | -44.7% | -10.3% | -34.4% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 1y: compounded portfolio wealth divided by compounded PATH 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…
1y analysis · Full analysis span regression · 6 months rolling