+52.8%
IONQ vs REPL
-35.6%
+88.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | +8.0% | +15.4% | +22.7% |
| 7D | +8.6% | +22.8% | -14.2% | +6.8% |
| 30D | -21.1% | +63.8% | -84.9% | -24.5% |
| 3M | -17.9% | +68.1% | -86.0% | -21.9% |
| 6M | -37.9% | +528.5% | -566.4% | -51.7% |
| YTD | -27.3% | +122.4% | -149.7% | -41.0% |
| 1Y | -43.2% | +154.4% | -197.6% | -54.7% |
| 3Y | +191.0% | +68.0% | +123.0% | +61.6% |
| All | +52.8% | -35.6% | +88.4% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 5y: compounded portfolio wealth divided by compounded REPL 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…
5y analysis · Full analysis span regression · 6 months rolling