-39.1%
IONQ vs S
+29.4%
-68.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -6.3% | -3.1% | -6.4% |
| 7D | +16.8% | +4.1% | +12.7% | +15.1% |
| 30D | -11.1% | -7.2% | -4.0% | -7.6% |
| 3M | -31.7% | 0.0% | -31.7% | -31.6% |
| 6M | -44.8% | +41.6% | -86.4% | -53.5% |
| YTD | -31.2% | +48.6% | -79.8% | -46.1% |
| 1Y | -39.1% | +30.0% | -69.2% | -48.9% |
| All | -39.1% | +29.4% | -68.6% | -48.9% |
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