-44.7%
IONQ vs S
+36.5%
-81.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.2% |
| 7D | -8.9% | -8.2% | -0.7% | -5.5% |
| 30D | -31.3% | -7.6% | -23.6% | -28.9% |
| 3M | -29.2% | +12.0% | -41.2% | -32.8% |
| 6M | -35.4% | +50.6% | -86.0% | -47.6% |
| YTD | -34.2% | +56.6% | -90.8% | -49.7% |
| 1Y | -44.7% | +39.2% | -83.9% | -55.3% |
| All | -44.7% | +36.5% | -81.2% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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