+108.3%
IONQ vs PATH
-3.6%
+111.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -16.6% | +17.9% | +9.4% |
| 7D | +0.8% | -16.3% | +17.1% | +8.7% |
| 30D | -1.0% | +9.9% | -10.9% | -7.4% |
| 3M | -39.8% | +30.2% | -70.0% | -48.8% |
| 6M | +6.4% | +37.2% | -30.8% | -15.0% |
| YTD | -11.9% | -7.3% | -4.6% | -13.6% |
| 1Y | -6.2% | +40.0% | -46.2% | -27.9% |
| All | +108.3% | -3.6% | +111.9% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling