+294.8%
IONQ vs REPL
-54.3%
+349.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.4% |
| 7D | +0.8% | -3.0% | +3.8% | +1.0% |
| 30D | -1.0% | +27.1% | -28.2% | -3.3% |
| 3M | -39.8% | +52.4% | -92.2% | -44.2% |
| 6M | +6.4% | +107.4% | -101.0% | -13.3% |
| YTD | -11.9% | +54.7% | -66.7% | -26.2% |
| 1Y | -6.2% | +158.9% | -165.0% | -31.1% |
| 3Y | +125.7% | -23.7% | +149.4% | +60.2% |
| All | +294.8% | -54.3% | +349.1% | +228.7% |
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