-44.7%
IONQ vs QSR
+23.8%
-68.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.5% | -7.0% | 0.0% |
| 7D | -8.9% | +5.2% | -14.1% | -7.5% |
| 30D | -31.3% | +12.2% | -43.4% | -29.0% |
| 3M | -29.2% | +7.0% | -36.2% | -27.4% |
| 6M | -35.4% | -0.3% | -35.1% | -33.4% |
| YTD | -34.2% | +18.0% | -52.2% | -32.9% |
| 1Y | -44.7% | +22.6% | -67.3% | -41.8% |
| All | -44.7% | +23.8% | -68.5% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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