-6.2%
IONQ vs QLD
+46.1%
-52.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +0.9% |
| 7D | +0.8% | +0.6% | +0.3% | +0.2% |
| 30D | -1.0% | -0.1% | -0.9% | -0.1% |
| 3M | -39.8% | -8.4% | -31.4% | -32.2% |
| 6M | +6.4% | +32.2% | -25.8% | -22.3% |
| YTD | -11.9% | +28.9% | -40.8% | -34.5% |
| 1Y | -6.2% | +43.8% | -50.0% | -41.8% |
| All | -6.2% | +46.1% | -52.3% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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