-44.7%
IONQ vs SHOP
-6.2%
-38.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.3% | -8.8% | -3.6% |
| 7D | -8.9% | -9.0% | +0.1% | -6.5% |
| 30D | -31.3% | -4.4% | -26.8% | -30.4% |
| 3M | -29.2% | +24.1% | -53.3% | -34.8% |
| 6M | -35.4% | +20.0% | -55.4% | -40.8% |
| YTD | -34.2% | -4.9% | -29.2% | -35.4% |
| 1Y | -44.7% | -4.9% | -39.7% | -45.9% |
| All | -44.7% | -6.2% | -38.5% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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