+265.9%
IONQ vs QSR
+56.8%
+209.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +0.8% | +2.4% | -1.6% | -0.4% |
| 30D | -1.0% | +7.6% | -8.7% | -4.8% |
| 3M | -39.8% | +12.6% | -52.4% | -44.2% |
| 6M | +6.4% | +14.4% | -7.9% | -3.6% |
| YTD | -11.9% | +19.6% | -31.5% | -22.7% |
| 1Y | -6.2% | +33.9% | -40.0% | -24.3% |
| 3Y | +125.7% | +27.1% | +98.6% | +80.4% |
| 5Y | +296.0% | +48.5% | +247.4% | +142.3% |
| All | +265.9% | +56.8% | +209.2% | +118.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling